Overview

Growing advisory firm with younger partners. We manage money in-house with a bias towards value equities. We also have specialty business in municipal bonds and consulting to local private firms preparing for liquidity events.

We prefer to work with clients who are down to earth and do not flaunt their resources. We are selectively interested in adding advisers and purchasing others firms that shares these values.

If you are not satisfied with your firm's culture, are a younger adviser and want a stake in growth, or see that merging with the right partners could reduce overhead - please reach out.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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