Overview

We are a dual RIA firm with an institutional and a retail practice. We use the resources of our institutional practice to provide institutional level service to the retail marketplace. We currently have affiliates in six states, all being smaller independent business owners who have partnered with us to tap into our in house resources and outsource in a way that is high touch and plugged in. Some of our affiliates also leverage our institutional resources in order to attract and service institutional level business in their marketplace.

We are looking for advisors who are either looking for a succession plan, are looking to merge or are looking to tap into the resources of a larger firm.

For Indianapolis based advisors, we would be able to offer office space and/or meeting space if you prefer to work from home.

Last Activity
6 months or more

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