Overview

We are looking to aggregate fee based books of business from those that want to fully sell their books of business due to retirement. We will move them on to a proprietary top technology platform with custom passive and active portfolios managed in house. We are custodial agnostic. Our firm has over 20 years in the business and the CEO and CIO is an expert in fee based business, asset management, and technology platforms. We have deep funding and are currently in stealth mode, but would love to talk to you today.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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