Overview

We are an RIA who focuses on the HNW space advising clients primarily in the $1-50 million space. We do a lot of planning and strategy for these clients. Our investment approach is almost entirely fee based. We are agnostic as to what investments we use, but try not to make security selection decisions in house. We primarily use indexes, mutual funds, SMAs, partnerships. We have an expertise in alternative investments as we run two fund of funds allowing our clients to gain access to diversifying strategies. Also, as part of our planning expertise, we offer a deep knowledge of insurance coverage and products. These areas of expertise also allow us to diversify the firm's income stream.
We view the areas of our expertise as potential strengths in combining with firms that lack such knowledge and ability. We also can envision adding value to a firm that caters to the HNW and UHNW markets.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...