$16MM AUM | $130,000 GDC in Bend, OR

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Bend, OR, US
Fee 0% Commission 100%
Gross Revenue
$130,000.00
# of Accounts
80
Avg Client Age
50
Overview

Boutique advisory firm in Bend, OR looking to expand. 22 years in the business and 8 since beginning my personal practice. I use a value investing philosophy with some active investing layered in as needed. I have a very research based, technical approach which leaves me unable to do a lot of marketing so I am looking to other avenues to expand. Each client I work with gets my full attention and a tailored portfolio to their specific needs and I take great pride in this. Matching my investment philosophy with yours is very important to me regarding the synergy of this process. After a certain point I plan on potentially putting a soft close on my practice and just taking care of my existing clients. I also have a junior associate who is in the process of getting licensed and has taken very naturally to the ideology of the job. I look forward to hearing from you and I believe we can create a three way win for us and the clients.

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