Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Boston, MA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$2,000,000,000.00
Gross Revenue
$11,500,000.00
# of Accounts
1,900
Avg Client Age
56
Overview

We are a Boston-based investment management and wealth advisory firm serving select, financially successful clients. We primarily work with first generation wealth delivering financial planning and investment services designed to deliver a more consistent return experience to support their financial security and meet their individual goals. We implement individually-tailored investment strategies using a mix of stocks, bonds, ETFs, mutual funds and alternative investments, as appropriate.

We are interested in expanding our team through selective hires and/or acquisitions involving investment and planning professionals who similarly strive to exceed client expectations.

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