$165MM AUM | $900,000 Rev in
We are looking to grow our fee-only RIA; growth can be through the acquisition of firms or advisors. We offer financial planning and investment management. The investment team is composed of four CFAs, one of which is also a CPA. We work with private clients, foundation & endowments and retirement plans.
Our investment discipline is based on a five-factor thesis using individual securities, ETFs and mutual funds. Our Trending (Momentum) portfolio utilizes ETFs and the Dividend Grower portfolio uses individual stocks.
We offer a complete program for advisors and firms to link into, with professional outsourced compliance and our cloud-based platform. In addition, we are a DFA advisor.