Overview

Independent, value-oriented money management firm. We are an academic, fundamental research driven firm. We are interested in philosophically compatible acquisitions and tuck-ins. We currently offer Equity, Fixed-Income and Real Estate investments to our client-base.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
1,084 days old

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Variable Annuities

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