$130MM AUM | $1MM GDC in
West Bend, WI
We are a TAMP Third-Party Asset Manager with a focus on total household asset management. Our system allows us to manage all assets for a household including direct custodian held accounts, 401(k),403(b) and pensions. We will aid in helping you set up for dual representation or will help you set up your own RIA. Services include money management, monthly reporting, trading and billing. We would be interested in housing your practice and aiding in staffing or would be willing to work remotely for you and your clients. Our goal is to provide a complete back office and money management system. We are also interested in purchasing practices that blend commission and fees.