$25MM AUM | $300,000 Rev in
Determining my options as retirement looms in 5-10 years.
My business is unique in the following ways:
A boutique RIA with a unique specialization in Socially Responsible Investing. We were established long before our focus became trendy. Very little competent competition.
One man shop with no leases, debt or obligations.
Our target market generates incoming leads and clients without outcalls.
Growing rapidly due to the increased interest in our specialization
We manage Growth accounts only using a Macroeconomic thesis to create an "All Weather" strategy
Our success has also been due to superior returns generated and documented by 3rd party.
Fee Only. Clients across the US and a few in Europe. Not just Colorado based.
Any firm showing interest MUST be comfortable with equites, bond ETF's and a politically liberal client base.
MUST also be familiar with O'Neal, Trend Following/technical analysis and Macro Economics.