We are a independent RIA focused on developing and implementing customized investment strategies for our clients. We work with individual Fixed Income, Equities and ETFs as well as Options.
Currently, we are looking to purchase another firm to grow/expand our presence in Florida. We understand every practice has a specific way of doing things so our main objective is to maintain part of the structure already created and add to it our strategies and/or personnel only when needed.
We would love to have the seller actively participate in the transition.