Overview

Grow through acquisition or organically. We are a 16 year old firm - long term investment focus with individual stock and ETF/funds strategies managed in house. Looking to buy/merge not sell. We are growth minded, service oriented, great culture and highly profitable. The principal owner is a CFA and Harvard grad. We own our own building with room to add additional professionals and smaller firms. Call me at ___-___-____x1 or email ___ to explore options.

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