Overview

My niche focuses on clients who are concerned about capital preservation first followed by enhanced returns. I have developed a process that over the last five years enabled over 7,000 trades with just 61 losing money ... that's a 99.1% success. This emphasis has garnered us a fierce client loyalty in our fee based business. I'd like to expand and share with others who feel capital preservation is paramount. If your clients share this view and you are thinking about selling your practice, let's talk. I am flexible on terms and qualify for bank financing if you are looking for a fast cash-out.

Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...