Overview

Cruice Investment Advisors, Ltd. [our legal entity] has been nationally registered with the Securities and Exchange Commission as an Investment Adviser since 1987. Our firm offers the following primary investment advisory service to retail investors: CFO Capital Management [CFO-CM]. Our firm provides fee-only investment discretion through CFO-CM. CFO Capital Management accepts only discretionary accounts that are managed on a fee-only basis through our designated custodian TD Ameritrade Institutional. The CFO-CM advisors are a very experienced team that includes three advisors with the CFP designation and one with the CFA designation. Our CFO-CM advisory team profiles may be reviewed on our website at "___". Personal Financial Planning services are provided through Cruice Financial Organization.

Our objective through Succession Link is to be introduced to healthy RIA/ Advisor businesses for which more than 85% of their business revenue is from investment management fees, and who are are looking to be purchased outright or merged into our RIA business as part of their short-term succession plan.

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