$27MM AUM | $227,000 Rev in
Upper Arlington, OH
Looking to purchase a practice/book of business/ or business- We focus on outcome-driven solutions, and efficiency. We believe in financial planning and doing what is best for each client relationship no matter what. Unless there is a legacy product/mutual fund with a large tax burden/gain, we use a diverse mix of ETF's, individual equities and alternative investments (where appropriate) in our solutions. The allocations and strategies within each portfolio are dependent on what the client is working to accomplish.