Overview

We are a fee-only money manager. Our client mix consists of direct client relationships, wrap fee relationships, and our proprietary mutual funds. Our product mix includes Large-Cap Growth, Large-Cap Core, Small-Cap Growth, Equity Income, and Diversified Income portfolios.
We are looking to provide continuity and a succession plan for client relationships.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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