Firm founded in 2008 to provide independent, objective investment advisory services. Firm manages approximately $550mm for individuals, families, trusts, and foundation clients in both discretionary and investment consulting relationships. Client assets are invested exclusively with third party investment managers, We do not have any proprietary products. The firm has experienced significant growth since its founding and has built an institutional-caliber operating infrastructure, including back office, trading, CRM and performance reporting capabilities. We can provide GIPS® verified performance reports for its investment composites.
We are interested in potentially acquiring a small-to medium-size RIA, preferably in the Northeast, mid-Atlantic or Southeast regions (although that is not required).