Overview

We are a Newport Beach based RIA, looking for like-minded individuals. We are interested in growing via merger/acquisition or succession opportunities. We are old-school investors in individual stocks and bonds, nothing else. We believe in active management, and are 100% fee-based. We are primarily asset managers, although we do help clients with other aspects of their financial lives. We'd be especially interested in finding a partner who enjoys marketing and business development, since we're a couple of egghead portfolio managers with limited interest in spending endless hours on the golf course schmoozing attorneys and accountants. And a sense of humor is mandatory.

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within 6 months

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