$15MM AUM | $300,000 GDC in Highlands Ranch, CO
Member is Interested In:
I am the succession plan for my father-in-law. I am looking to grow my own book through being the succession plan for other advisors. Looking to buy a practice. I belief the markets are efficient and I don't stock pick, market time or track record invest. I follow modern portfolio theory and the 3 factor model as the basis for my managed money.