$450MM AUM | $4MM GDC in West Hartford, CT
Member is Interested In:
This listing is for our investment business only. Our firm is also in the insurance business and it is run as a separate unit. We are members of M Financial. Our investment business is financial planning based and is 95% fee based. Most of our money is with AQR, DFA and Vanguard.
Our main office is in West Hartford, CT but we run our investment business out of Jupiter, FL