Overview

I deal primarily with individual securities and ETFs. I work with liquid securities that trade at the market.
I do pure money management and don't work much with Insurance.
Our focus is value investing and income investing.
Individual stocks, Tax Free Bonds, CEFs, ETF's.

As a growing wealth manager, from this sight I am hoping to find a book of business compatible to mine to continue to grow.

Market
Advisor/RIA
Last Activity
within 3 months

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