Overview

We are a fee-only RIA with based in Orange County, California. We are looking to purchase or merge with other advisers. We have invested heavily in technology and research through which we offer comprehensive investment advisory services, financial planning, and reporting. Our minority equity partner is an industry leader in institutional consulting and research with a specialty in complementary, alternative investments. They, too, are a fee only advisor to over $70 billion in institutional assets. This strategic partnership provides us full access to a research staff of 35 professionals. Through this relationship we have direct access to institutional quality public and private asset managers. We are looking to continue our growth by partnering with like minded professional investment advisors wishing to utilize our access to institutional quality research and services focused to benefit wealth private clients.

Market
RIA
Member Level
Premier
Last Activity
6 months or more

Business Data

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