Looking to acquire or merge with other like minded, highly talented firms that are fee-only RIA.
- Looking to create a 3 or 4 Partner firm with assets $300M to $500M - size, scale, best practices, gain share
- Strong focus on asset management via indexing & DFA type factors (value, high profit, small, quality, dividend growth & buybacks).
- DFA & Avantis access for clients.
- Strong focus on planning with MGP & RightCapital
- Tax planning with Holistiplan. Would love additional CPA or EA focus for taxes.
- Looking to streamline tech stack (currently Orion, Redtail, MGP, RightCapital, fi360) & streamline compliance.