Our purpose is to work with Advisors that are looking to transition into retirement over the next 1-5 years. The members of the group are made up of professionals with an average time in the industry of 15 years with experience in Portfolio Management, Back office support, technology, billing, reporting, etc. For the past 10 years a few of the members of the team have worked with a larger RIA in Little Rock to grow their business from $250 million to $1.6 billion by providing various services. The team has an average age of 38 and are very talented and ready to work.
We are interested in working with a seller on a buyout, succession planning or earn-out. We have clients across the US (MS, VA, TN, AR, WV, NC, FL, CA, TX, CO and OR) and travel often. We are very flexible in working with others as change is not always handled well for a client. We have worked with multiple rebalance systems, CRM systems and custodian platforms.