Overview

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.

Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...