Overview

We are a fee-based RIA recently moved to Park City, UT. We are looking to buy a book of business or work with an existing RIA for succession over time. After 20+ years in financial markets trading and managing portfolios for large US and European Banks, our IAR’s formed together to focus on appropriate asset allocation for managed investments, including alternative investments. Our goal is long term and we have a conservative perspective with unique skill sets. We have offices in Park City, Texas, and Ohio and are open to other states.

We also have compliance solutions to co-advise in the alternative space (our area of expertise), to give existing RIA’s access to compliant investment vehicles for diversification and potentially enhanced returns for their client’s portfolios. We have technology and compliance solutions to make merging and co-advising easy.

Market
RIA
Member Level
Premier
Last Activity
within 3 months
Listing Age
139 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...