Overview

Small group of experienced investment manager and CFPs previously managed nearly $1B AUM, formed multi-state independent RIA in 2022. Looking to acquire or merge smaller practices (< $25mm AUM), and continue our organic growth. Active (internal) investment management utilizes stocks (both GARP and Dividend Growth styles) and bonds (both bonds and ETFs). We also have internal managed futures, hedge fund and insurance/annuity capability. Let's discuss how we can add value to your clients and practice. Feel free to call or email.

Last Activity
within 6 months

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