Overview

We are looking to acquire firms or bring on independent advisors who want to join a young growing company.
We have put in place:
• Flexibility of investment management with deep research
• Sophisticated technology and reporting
• Financial goals driven investment management, as a Fiduciary
• A firm willing to make investments in gathering new assets
Bottom line is we’ve built a firm that we, as investment professionals, would want to hire. In fact, one third of our clients are investment professionals.


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