Overview

We have 2 RIAs in Atlanta, GA, one focused on Institutions & family offices and the other focused on HNW and retail clients. We are looking to acquire a book or have an advisor merge into our firm. Our firm offers an integrated tech stack, which is user friendly and client friendly.

We are part of a global firm which gives us a unique insight to global markets. In addition, we have more than 20 years of experience in servicing socially responsible investors and non-profit organizations.

We Believe:
You Do Not Have To Sacrifice Your Returns Or Values To Invest Successfully And Responsibly. A Financial Partner Should Strive To Make This A Possibility, Utilizing A Fiduciary Approach With Integrity, Transparency, And Customization.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...