$11MM AUM | $120 GDC in Chattanooga, TN

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Chattanooga, TN, US
Listing Type
Seller | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$11,000,000.00
Gross Revenue
$120.00
# of Accounts
25
Avg Client Age
70
Overview

Sell, buy, merge, or join. Manage more money: leverage my strong performance over 26 years to more AUM. My strategy was developed after examining all key strategies available for sale globally and is distinguished by 1) historically raising more than 25% cash an average of twice annually whenever the stock market is declining, 2) flexibly selecting the best risk-reward stocks, while holding 50-100% large caps, 3) screening without bias the largest 1000 US-traded stocks, including about 270 foreign-headquartered stocks which are usually excluded from the S&P 500 and Russell 3000, 4) strict risk controls via balancing technical and fundamental analysis, applied to stock, subgroups, groups, sectors, and the stock market, 5) tax-advantaged capital gains via "cutting losses short and letting gains run."

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