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.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities


Insurance Business

Blurred Blurred

Technology Solutions


CRM Systems

Blurred Blurred Blurred Blurred