$200MM AUM | $1.6MM GDC in Southport, CT

Market
Advisor
Member Level
Premier
Last Activity
this week
Listing Age
166 days old
General
Listing Type
Buyer | Merge
Location
Southport, CT, US
Fee 0% Commission 100%
Gross Revenue
$1,600,000.00
# of Accounts
175
Avg Client Age
65
Overview

We provide time honored discretionary investment management services for HNW individuals, families and foundations. Our investment strategy is centered on solid fundamental research of individual stocks and bonds. Portfolios are structured to manage risk and provide an consistent ROR and income.
We maintain a culture of authenticity, integrity and commitment to our clients. Our goal has always been and continues to be to put the needs and interests of our clients first. This
has resulted in loyal clients, employees and consistent growth.
We are interested in merger opportunities with fee only firms that utilize fundamental analysis and
share our passion for the investment business and their clients.

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