Market
RIA
Member Level
Chalice
Last Activity
6 months or more
Profile Age
334 days old
General
Location
Snoqualmie, WA, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$25,000,000.00
Gross Revenue
$130,000.00
# of Accounts
50
Avg Client Age
58
Overview

The foundation of our business begins with relationships.

Our philosophy is centered around low costs, passive (indexed) investments, tax sensitivity and absolute transparency with clients. We believe that the financial planning process is a precursor to asset management. We believe that all clients have an Investment Policy Statement (IPS) which will be integrated around specific and personal financial goals. I am looking to purchase a book of business where the advisor sees the value I would bring to their clients. Likewise, the intent of our firm is to not grow just to grow rather to grow to a level where all relationships are valuable, not divided by aum or the fees they generate.

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