Bey-Douglas Investment Counsel, a fee-only RIA based in Marietta, GA. is looking to purchase a practice in the Atlanta area. Our firm specializes in individual stock analysis and portfolio management. We would also consider merging with another firm that offers a different set of deliverables than our own.
Our target purchase/merger would be with firms that have between $20MM-$100mm of AUM.
Bey-Douglas was established in 1990 and uses a proprietary investment system to select "best in class" individual companies for our portfolios. The performance for our growth model is verified, documented and applies to the majority of our clients. Please refer to ___ to find more detailed information on our investment system.