Overview

We have two business units: Wealth Management and Quantitative Investing. Our Wealth Management Group provides a range of family office type services, including customized portfolio management for families and individuals. Our core quantitative investment strategy has produced attractive risk-adjusted returns for 30 years.

We are looking to build out our wealth management team by bringing in financial/wealth advisors that are looking for independence and more control of their business. We have a very robust platform for advisors to build upon.

Please feel free to reach out for an introductory call.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...