Overview

We are an SEC Registered Investment Advisory firm principally managing individual bond, customized fixed income portfolios tailored to the specific needs of each client we serve. We provide competitive, performance based, individual bond portfolios combined with exemplary service and adviser support. We are looking to acquire or merge with an adviser or small advisory group and provide the same customized client approach to support existing client relationships and/or a defined succession plan for advisers.

Last Activity
6 months or more

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