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.

Market
RIA
Member Level
Basic
Last Activity
within 6 months

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