Overview

Established multi-asset class portfolio management and financial planning firm looking to add/merge with high quality individuals and firms. We believe clients are best served with a combination of sophisticated, active, in-house portfolio management, using individual securities, coupled with thorough, active financial planning. The teams in our 80 year old firm are led by seasoned CFA's on the investment side and CFP's on the client service side.

Market
RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...