$1.6B AUM | $8.4MM Rev in
We are an investment management and wealth advisory firm looking to COLLABORATE WITH and INVEST IN aspiring professionals to build a fiduciary-driven, high-tech and high-touch growth enterprise. We are a team of highly motivated and experienced investment and business professionals committed to institutionalizing the firm's deep investment research capabilities and wealth management experience. For those professionals and businesses also looking to find a successor firm for continuity planning, speak to us. We approach deal structuring exercise with creativity and with you in mind to achieve your desired results with minimum tax implication.
If you would like to learn more about us, visit our website (___). We have research and advisory centers in New York City, Arlington, VA, and advisory offices in Boston, MA, Portland, OR and Juneau, AK.