Overview

Fast growing practice with an emphasis on endowment model investing and helping clients get diversification from typical stock/bond portfolios. Industry veteran,25 years, has an open mind for merger or possible buyout of another practice to create stronger synergies for all parties involved. Very strong track record and unparalleled work ethic make this a possible win-win for the right party.

Market
Advisor/RIA
Last Activity
within 4 months

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