Overview

Our firm was started in 2005. We have $12B under direct management but 90% of that is in the retirement plan space. In addition to retirement plan advisers, we have 8 wealth managers and are growing that to approx 13 by the end of 2015 and probably another 10 next year. There is great synergy between our retirement plan business and the wealth management business. The wealth managers have the option of bringing on employees (and executives) of our clients as personal clients. Where we can, we would like to buy small firms (wealth management and/or retirement plan specialists).
We are certainly willing to bring on individuals as well in 12 cities across the U.S.

Last Activity
6 months or more

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