Overview

We are a family owned and operated RIA and and $5,000 net cap BD that has been providing portfolio management services to our clients for over 35 years. Our goal is to find small firms that we can work with (whether it be through merging or acquiring) to help provide a continuity plan or exit strategy. In addition to growing our AUM organically through portfolio performance and new sales, we aim to provide an attractive opportunity for RIAs and BDs to team with us and provide their clients with a long term relationship with an established advisor.

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