Experienced team that believes in portfolio and risk management. Clients include professionals, retirees, endowments and family foundations. We utilize the branding and resources of a major wirehouse but construct our own portfolios. Access to trust services, asset backed lending, banking services, and insurance products. Seeking like-minded advisors with similar AUM to merge, capture economies of scale, and build a strong market presence for mutual success. Join our group at our firm, get a nice check, economies of scale, and a team with complimentary skills.