We run a contrarian and tactical practice. We primarily use managed accounts. The partners have worked with many firms before settling where they are (Ameriprise Financial, Edward Jones, Thornburg, Merrill Lynch, and Dryfus to name a few). With our backgrounds being in commodities, wholesaling and financial advisory we also use REITs, BDC, Venture Capital, Private Equity, Hedge Funds, Annuities and others. We have an RIA as well where we run our financial planning business (we currently have an estate attorney in house) and are looking to add a CPA as well. We do keep focus on estate planning with our asset management as well using second to die life, LTC coverage's, and Supplemental Needs Trusts.