Looking for someone that has a penchant to work with current clients and cultivating new relationships. We are seeking break away brokers or single investment advisers with an AUM between $10-$50M that are looking to leverage their talent. If you have between 3-20 years of advisory experience we want to talk to you as we are building the next generation right now. We provide answers to complex problems while implementing strategies that are custom tailored to the client's "what if" needs. The client base spans the four corners of the country. Our business has begun to move to the next level as we are negotiating with reps and opening offices in other parts of the nation. We have expanded our robust value added solutions in order to charge premium prices while others suffer from the massive fee compression coming during the next ten years. Are you an individual as hungry as we are? Let us know. (Please do not respond if you are looking for us to join your Firm. We appreciate the opportunity, but we will pass. Thanks.)

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6 months or more
Member Since
Jan. 21, 2016

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