Overview

We are an Atlanta based independent, boutique investment counseling firm. We invest for portfolio longevity and specialize in managing money for individuals which requires the customization of portfolios in consideration of taxes. We are interested in acquiring clients and firms who have a similar philosophy and beliefs. We are a fee-only investment management firm.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
Nov. 7, 2018

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