Overview

The business was established in the late 90's with a focus on alternative investments, represented by a couple of turn-key fund-of-funds, multiple large separate accounts being managed for Foundations, Corporations and other Advisors. We're looking to merge or establish a JV with a traditional advisor to be able to provide a diversified list of offerings/services to our clients. Conversely, a traditional advisor could hopefully utilize and tap into our alternatives expertise to expand their investment offerings to their clients. Together, we would hope to become a complete solution provider in the market place.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...