Overview

Looking to merge with like minded professionals to scale a larger platform with $1 billion in AUM.
Future succession plan would enable all advisors to easily exit their book. We bring to the table 100 years of combined experience and a successful proprietary investment platform of individual equity sleeves with the ability to employ option strategies to hedge. Limited product involvement. Just straight forward unbiased investment advice built on reliable technical and fundamental analysis.

Last Activity
within 6 months

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