Overview

We are an RIA firm that specializes in retirement planning, Investment Advising and have in house Chief Investment Officer for active and passive portfolios. Our firm is looking for like minded firm for sell or a third party agreement for money management services.
Third party agreement services:
- Passive or active money management
- Quarterly Reports
- Fee based in arrears
- Will meet with clients on request

Last Activity
6 months or more

Business Data

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Resources
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