$330MM AUM | $2.8MM GDC in Short Hills, NJ
Member is Interested In:
We are a fee only money management firm with an income focus utilizing individual dividend paying stocks (both U.S. and international ADR) and bonds (primarily high yield with an unconstrained approach) with GIPS compliant strategies. We are looking to purchase like minded firms in the tri-state area. We currently have three offices in New Bern, NC, Raleigh, NC and New Jersey and I reside in New Jersey outside New York City.