Overview

We do both fee and transactional business, depending on what fits the client. We run a fee based mutual fund portfolio with various models depending on client time horizon and risk reward trade off. We do almost exclusively stocks, bonds, and mutual funds that own stocks and bonds. We tend to avoid anything exotic, insurance, alternative, etc.. We wound like to find more assets and we are open to investing in other books of business to grow ours.

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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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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Resources
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