Overview

I am an active 3rd party manager. I provide money management through Guggenheim Index Mutual Funds. Trades can be accessed via TCA, Folio, Guggenheim. I have a 11 year 3rd party verified record. Avg annual return >18%. Current money management assets under influence 50M. I am looking to partner with a firm that can use my record to attract additional clients. My performance record can be verified at Theta Research - TimerTrac - Money Manager Review. Email me for a free 5 day pass to view performance at Theta Research. ___ I am seeking Advisors that would be interested in transitioning smaller "C" accounts away from their firm. I am a IAR with a partner that trades the equity strategy above through SMAs at Guggenheim and Jefferson National.

Last Activity
6 months or more

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