Overview

We are a fee-only RIA with an efficient and transparent business model.
We offer/manage 6 investment strategies; 4 are risk based balanced account strategies, and 2 are equity portfolio strategies. We also maintain a model fund lineup for 401k plan sponsor clients. That's all we do; no commissions, no insurance, no planning.
Our investment discipline and processes were developed from many years as institutional portfolio managers for fund and separate account clients.
We could be a good fit for a small/ medium sized firm seeking to monetize the value of their business, or for independent reps who have decided to leave the BD side.

Last Activity
6 months or more

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