Overview

We are a financial plan driven investment management firm. We offer financial planning as an ancillary service, but our primary focus and specialization is on in-house investment management using stock selection and/or loss-limited tactical asset allocation strategies. We are looking to acquire a small practice or practices to build scale.

We are also open to continuity/succession proposals and we would be interested in considering adding advisors to our firm who are in the early stages of wishing to transition out of the business (retire) over a flexible timeframe.

We are also always interested in adding advisors to our local firm if you have a small book and want to free yourself from the obligations and responsibilities of running your own business, yet desire independence and flexibility in your practice.

Market
RIA
Member Level
Lite
Last Activity
within 2 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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CRM Systems

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