$35MM AUM | $400,000 Rev in
Disciplined portfolio management using quantitative models. Clients are HNW individuals, businesses, retirement plans, and endowments. Goals based models to support growth and income strategies for pre and post-retirement. Utilize active and passive strategies to leverage secular and cyclical markets (ETF and Stock models). Manage simple to complex relationships from Solo 401k to estate settlement, pension plans, and charitable trusts. Offering total wealth management through RIA fee only firm (___) and life and health insurance agency (___). Backed by national compliance firm, PM client portal, payroll system, etc. Positioned with administrative resources to handle peak client transition. Client accounts custodied at TDAI.