Overview

We are a three-person practice with a nationwide client base that runs systematic equity and ETF strategies (both long-only and risk managed) for high-net-worth clients. We have also expanded into financial planning in recent years. We are looking to potentially merge with a similar or larger size firm with more extensive financial planning experience that recognizes the benefits of systematic strategies and could take advantage of our investment strategy and portfolio construction process. We also have significant reach via a separate research website, popular investing blog and growing podcast and are big believers in using content to find clients who align with our investing beliefs. We are open to different types of arrangements and are looking for a like-minded firm that wants to work with us to grow.

Last Activity
today
Listing Age
537 days old

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