We are looking for a collaboration with a newer firm looking for synergy from shared expertise and well as the opportunity to move to a higher base from a combination of strengths and assets.
We are fee-only, concentrating on discretionary investment management and financial planning. We are investors, not traders. Our investment approach uses internal fundamental research, based on decades of experience. We market by educating, not by elevator pitches. Our administrative functions are well-contained, allowing us to concentrate on clients, clients' investments, and clients' financial concerns.
Succession is not an immediate concern, but it is a long-term issue for all of us. We have a clean ADV with no disclosure reporting pages and seek others with similar records.
We would be interested in conversations with independent, similar-sized,100% fee-only firms. We have no interest in insurance or wire house relationships.