Overview

We are a registered investment advisor established in 2016 by three investment professionals looking to build a business through a combination of organic growth and advisor integration. Our business model was designed to provide investment advisors with a platform to focus solely on client relationship management. All three founders are Chartered Financial Analysts with 15-20 years of experience in the industry focused on technology, operations, marketing and institutional investment management.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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