Overview

Former Chicago Mercantile Exchange Floor trader and current financial writer for ___ and partners are looking to buy a book of business. I have been managing client’s investment portfolios for the better part of 20 years as a Registered Investment Adviser. We generally run balanced, diversified portfolios and or actively trade ETFs in very liquid large cap stocks using a combination of discretionary and proprietary technical and fundamental analysis. Ideally, we are looking for simple, straightforward solutions to purchase businesses where customer satisfaction and retention remains high. Please feel free to reach out at your convenience to discuss further. Thank you. ___-___-____, ___ Or ___-___-____, ___


Last Activity
within 3 months

Business Data

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Clearing Firm / Custodian

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