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.