Overview

In business since 2012, primarily as a quant asset manager, recently bridged into financial planning and advisory services also with a heavy technology orientation. Looking to partner, joint venture, merge, and buy to grow business.

Why have an interest in us? We have in-house tools for managing money that is tops in class, especially alternatives, and have now developed a financial planning toolset that provides our clients with a simple but effective process to set their risk tolerance, decide on Roth contributions (timing/amounts) for tax management, meet their financial goals and retirement cash flow needs.

If you are interested in a systematic process that will get your clients excited about their financial planning and thrilled to be working with you, then I hope you will contact me and I look forward to tapping into this together.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,103 days old

Business Data

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