Overview

Seeking to team up with financial planning practices ($50-600mm) that use a similar client-first, passive, low cost, long-term focused investment philosophy. Our roots began with DFA portfolios and over the years have progressed with the research to include other managers and factors beyond size and value.

We are interested in succession opportunities to help clients and advisers transition to a stable, long-term platform as existing owners seek to retire or exit the business.

We also offer small, growing advisers an opportunity to either join an existing platform OR maintain their brand and independence while leveraging the existing platform's scale and synergies to grow further. Both opportunities provide potential for equity upside for qualified advisers.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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