Overview

Independent fee only RIA. 100% referral business since 1987. Very low client turnover. Unique operating structure allows for flexibility and leveraged growth potential. We outsource nothing except custody, a self contained operation. Currently offering in house, proprietary wrap type mutual fund managed accounts with 20yr GIPS "compatible" track records available for turnkey promotion. Looking for a squeaky clean breakaway successor type individual with existing book where we could work together to see if it's a good fit, OR seeking a modestly sized CT headquartered FEE ONLY RIA firm to merge with that, most importantly, shares similar high ethical standards. RIA should not be affiliated with a larger entity and must focus on money management services. Seeking a successor for the future.

Market
RIA
Member Level
Lite
Last Activity
today

Business Data

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Clearing Firm / Custodian

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