Overview

I am a single-person fee-only RIA looking to acquire clients of advisers interested in leaving the business. I am also interested in possible mergers and beneficial partnerships. I am primarily focused on investment management but also offer a la carte financial planning on an as-needed basis. I generally employ a core/satellite strategy, using diversified, broad-market portfolio models for the core, along with satellites of specialized models in various thematic, risk, or performance related areas. I have consistently added benchmark performance alpha over a seven year period and continue to add value to my clients on the investment management side. A small number of my current clients are in retirement and will be decumulating, but most of my group thus far still have somewhere between 10-25+ years to grow and accumulate assets.


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within 6 months

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