Overview

Hi! I'm looking to initiate partnerships with other investment advisers that would be interested in working with an independent RIA that can offer a lot of flexibility (and/or structure) in managing their own business. My new firm is based in Maryland and is looking to add strategic partners that could benefit from working in such an environment. The partner can be located anywhere in the the U.S. We are an investment management firm that manages client portfolios in-house. An ideal partner would handle the relationships, and we would manage the investments. In an era of fee compression and increased competitive pressures, scale and partnerships with the right individuals can help. Our goal is to add value through internal investment management and compress the client's fee structure by removing a layer of fees (i.e. outsourced investment management) Thanks! Tim

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