Overview

I am a Massachusetts RIA with 30 years experience. I run my business off of model portfolio's. I have a Health Care/Biotechnology Strategy as well as a Global All Asset ETF Strategy. The Healthcare/Biotech portfolio is all individual securities and the ETF portfolio should be self explanatory. I am looking for a firm that like myself has a long history in the business with long standing relationships and loyal clients that is potentially looking to retire or set up a continuity plan. If your main goal is to potentially wind it down but you want to make sure your long term clients will be taken care of by a knowledgeable and available professional then perhaps we should start a dialogue. I am willing to travel if the right opportunity presents itself.

Market
Advisor/RIA
Member Level
Premier
Last Activity
today

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