Overview

I own and manage a boutique portfolio management and financial planning business. My portfolios are custom built based on the client's preference for growth, income, preservation of capital and other priorities. We offer portfolios made up of all individual holdings (equities and fixed income), ETFs, or a mix of the two. We do not use mutual funds or third party money managers. We also offer custom financial plans as a part of the management fee. I am looking got buy or merge with an advisor who wants to exit the business in 1-3 years.


Last Activity
2 weeks

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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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