Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
1,038 days old
General
Location
Auburn, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$210,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
98
Avg Client Age
65
Overview

Quantitative research boutique. Founded in 1990 with 8 partners/employees having combined 160 years experience. All research and quantitative models done in-house. 70% of funds managed are from institutional clients, 25% high-net worth individuals. We invest in individual securities with an asset allocation that matches the client's risk-profile.

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