Overview

We are an independent RIA firm specializing in the tech space. We provide financial planning, investment management (including restricted stock/option), real estate and career planning/negotiation advise to tech professionals. Our firm owners are Stanford Business School graduates (between ages 40 and 45) with previous experience in tech, management consulting, venture capital, private equity and institutional investment management.

We have a rigorous infrastructure and process for planning (including explicitly modeling employer equity positions), portfolio construction (using appropriate capital market assumptions for those unique positions) and reporting.

We are looking for opportunities to grow our business either as part of another firm's succession plan, interesting merger opportunities, or by acquiring talented solo practitioners who may benefit from our infrastructure and still set.

Market
RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
527 days old

Business Data

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