$10MM AUM | $125,000 GDC in
We provide/intend to provide investment management services to high net worth and institutional clients. We offer separate account management for two equity strategies in addition to a balanced strategy allowing for customized investment management services. Our investment philosophy is long term focused, and we believe the best opportunity for attractive investment results over the long term begins with a disciplined investment strategy, executed with a well defined criteria and process.
We are looking to buy or partner with a like-minded or complimentary firm/adviser.