Overview

We are an asset management firm with RIA capabilities. We are looking to purchase or merge with advisors who would benefit from our asset management capabilities and fund strategies. Institutional quality investment process with an emphasis managing multi asset class solutions and liquid alternative funds.

Market
RIA
Member Level
Chalice
Last Activity
within 2 months
Listing Age
579 days old

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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Technology Solutions

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