$31MM AUM | $350,000 Rev in
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.