Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Austin, TX, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$21,000,000.00
Gross Revenue
$150,000.00
# of Accounts
160
Avg Client Age
54
Overview

We are a primarily model-driven money management firm managing portfolios with the flexibility to take short positions as necessary to protect against downside market risk. We do not currently engage in formal financial planning activities, nor do we sell products such as insurance, annuities, et al to our clients. It’s not that we are averse to doing so. We just not have that skill set in house. We are open to merging and/or acquiring firms that have similar or complementary offerings to ours, with a focus on firms using Fidelity as a custodian.

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