$190MM AUM | $1.5MM Rev in
Midvale, UT

We recently signed contracts with 9 Utah-based CPA firms and are looking to increase our bandwidth. We are looking for a partner(s) who can bring their best ideas and leverage our platform so we can focus on our other three complementary businesses described below. This is not a salaried position: We are looking for an experienced RIA owner who sees the benefit of adding like-minded partners who share a vision and ethical standards that benefit everyone by consolidating infrastructure, adding capabilities, and improving the client experience.

We are looking for a partner to run our Utah-based, fee-only RIA. The RIA sticks to the basics and invests in our affiliated TAMP that focuses on tax-alpha by investing in publicly traded securities with DFA (Dimensional Funds) as our core qualified allocation and individual securities with daily tax-loss harvesting as our core non-qualified allocation, complimented by fee-based fixed annuities, charitable remainder trusts, and private placements to leverage opportunity zones, IDC deductions, 1031 exchanges, and exchange funds. Even though we tilt towards short-term/high-quality fixed income as well as value, international, small-cap, and emerging markets, we can document that our performance since inception in the Orion database has never dropped below the top 10% quartile over any time horizon since inception (even when U.S. Large Cap Growth was in favor :), which we attribute to our constistently stellar implementation, expert application of all types of investment vehicles, and ethical standards. Every single part of our operations and technology have been carefully designed and refined, and our highly experienced, loyal, committed team will be there for you from day one... this is not a turn-around situation: You will be handed the keys to a pristine business firing on all cylinders without peers.

We own a separate RIA (TAMP), a subscription-based financial planning firm, and a broker/dealer. The role of the Broker/Dealer is not what you (probably) think and is used solely to benefit clients, is held to the fiduciary standard, and does not compete with the RIA. This client-centric, sophisticated approach to American financial institutions gives our RIA a tangible competitive advantage that resonates with consumers. As a result, these businesses are driving significant growth for our RIA and will do the same for yours.

Let's explore how we can join forces to do better for our clients and make a big, positive dent in the world.