Overview

We custody the majority of our assets at Fidelity although I would be interested in having another custodian Schwab or Ameritrade for example. We use investment models that we design in house. We mitigate risk by allocating between Equity and Bonds and some Commodities. For the underlying assets we use individual stocks, individual bonds, ETFs, passive and active mutual funds. We have an in house analysis to help us with the portfolio design. We send out quarterly performance reports to accompany our quarterly billing.

We provide in house tax preparation for our clients to accompany our comprehensive review.

We have purchased 4 practices in the past. The most recent purchases were done in September 2012 and August 2017. We can provide references for the past acquisitions.

We are interested in purchasing additional practices that are fee or commission based. Our goal with any acquisition is a WIN-WIN-WIN-WIN, Win for the Clients, Win for the Seller, Win for the Seller's Staff/Office and Win for the Buyer.

Last Activity
6 months or more

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