Overview

We are a Boston headquartered fee only investment advisory firm offering a service-intensive, highly personalized approach to investment management and financial planning.

We are actively looking to acquire smaller books of business (up to $100 mm AUM) from retiring or near retirement age advisors who are looking for liquidity and an exit strategy.

We do not need outside capital to fund deals in this range.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...