Overview

We have a diversified practice with revenue balanced between managed money, trailing VA revenues and transactions which include a mix of alternatives and UIT rollovers. It is a mature practice. Would ideally like to bring on a colleague/buyer who shares our values of putting the client first, and who would have the desire and capacity to purchase the practice over time.

My experience spans 5 decades and with that comes a perspective on markets investing not widely found in the marketplace. I hope to share that experience and enhance the boutique experience we offer to our clients. We are currently two advisors in the practice and we have had good success with joint client work. We believe we have a respected position in the market place. We offer a unique and broad selection of investment opportunities and a distinctive investment philosophy.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
477 days old

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