Overview

Since 1998, we have managed the capital of our founder, along with the capital of a select group of high-net-worth outside investors. We manage third party capital through proprietary limited partnerships. We follow a value-investing strategy emphasizing fundamental analysis in a concentrated portfolio of investments. We are an RIA registered with the SEC.

We seek to expand our capital base and diversify our product offerings through internal efforts and through merger/acquisition of a local or regional firm.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...