Overview

RIA and multi-family office helping customers manage investments with a focus on value/income. Successful long-term track record managing value portfolios worth over $4 billion, including two strategies that ranked top 5% in the US. CPA, CFA, and top-tier MBA. Looking to partner with a like-minded firm or broker to facilitate succession and growth.

Market
RIA
Member Level
Basic
Last Activity
today

Business Data

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Clearing Firm / Custodian

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