We are an RIA looking to grow our business via acquisitions, hiring advisers, as well as being a 3rd party manager for other advisers. For advisers looking for continuity or a long-term transition, we can plan a more customized strategy than the boilerplate roll-up firms.
We manage both Equity/Bond SMA's and several ETF strategies. We have an award winning equity strategy that can be marketed to both HNW individuals and institutions.
We also have a 401k advisory business and financial planning.