Overview

We have three business partners, one of whom is planning on retiring in the next two years. We are looking to find a firm with a similar investment philosophy and business model to partner with and help us achieve scale and grow. We are also open to talking to companies or advisors that have a complementary business model.

We are based in Bethesda, MD. We focus on customized portfolios with an eye on customer service. We utilize large-capitalization stocks, investment-grade bonds, and ETFs to help clients meet their needs. We also have a sub-advisory business employing the same strategy. We would prefer to find a firm with a presence in the Washington, D.C. area or the Portland, Oregon area where many of our clients are located. We will also consider firms located elsewhere if the businesses mesh well.

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