Overview

We are a Washington, DC based RIA managing portfolios of individual securities for high net worth clients and their families. We provide investment advice and solutions by building custom portfolios across a large and diverse set of asset classes, often within the structure of a formal estate plan. We also serve as the General Partner to a hedge fund to aggregate our investments in alternative assets for those clients where alternatives are appropriate.

We are interested in acquiring a firm with a similar profile or offering a succession option to an RIA contemplating retirement, a reduced workload, or a complete exit from the business. Happy to discuss any number of potential options.

Last Activity
6 months or more

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