$750MM AUM | $3MM GDC in Venice, FL
Member is Interested In:
We are looking to acquire or support an RIA practice (or serve as partnership/continuity) who has a similar investment philosophy. If someone is looking to sell their practice or looking to outsource some of their time consuming tasks so they can focus their time on building better relationships with their clients and prospects, we would like to discuss potential options. We primarily utilize Dimensional (DFA) mutual funds within our client investment accounts, and designs are based on modern portfolio theory. We support family offices, a private client services.