Overview

We are looking to purchase $100-$160 million in quality, currently satisfied, AUM within the Greater-Atlanta area to add to our current organic growth this year. However, we are open to exploring opportunities nationally if an appropriate fit can be found.

We have a proprietary trading system about which clients rave. When appropriate, we use third-party money managers as appropriate to insure client wealth preservation, alpha growth, and continuity. We also manage specialized boutique portfolios in-house if clients desire. Firm's principal started in the industry in the early 90s and has extensive legal experience to complement wealth legacy, estate planning, and the asset protection planning sides of the business.

Market
RIA
Member Level
Premier
Last Activity
this month

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