Overview

SEC RIA specializing in fee-based consulting (Rent-A CIO) for US, Cayman and Bermudian admitted and non-admitted insurance companies. Currently providing investment plan design, strategic asset allocation, manager selection and on-going consulting. Interested in expanding into other institutional and HNW markets and in providing internal ETF/Money management.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...