Overview

We are an independent RIA located in Sarasota, Florida that is looking for advisers to join our team or to acquire books of business. We run three of our own proprietary strategies in house with a portfolio management team of seven people that includes CFAs and a former Goldman Sachs analyst along with having a very close working relationship with Ned Davis Research. We also have two CFPs on staff that work directly with clients for all their financial planning needs.


Last Activity
6 months or more

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