My partner and I have professional backgrounds in large institutional (corporations, foundations, government, wholesale RIA relationships, etc.) investment management firms but started our firm almost two years ago to bring our philosophy of minimizing risk to individual investors.

We're a small and growing firm that is light on sales staff but have a very robust, institutional quality portfolio management system and a strong, risk-averse philosophy. We're looking to grow our business by merger, acquisition, continuity, succession or other opportunities. Our turnkey asset management platform could be an immense benefit to advisors with a large book of business but rely on third-parties for portfolio analysis and allocations.

Last Activity
6 months or more

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