Overview

The business is focused on proprietary investments and third party managers. I have access to theee different custodians and a robo platform. I also have access to Assetmark and other third party TAMP platforms. I am utilizing fintech solutions to streamline the operation and allow from growth.

I want to grow the business through acquisitions, partnerships and possibly merging with a larger firm.

I am an experienced investment professional and I am looking for the right group to pair with to take the business to it's full potential.

Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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