Overview

My firm manages funds using an Income Strategy that was ranked at the top of its fund category and gained a Morningstar 5-star rating. I have a 7+ year track record managing the product. Its standard deviation is 4, portfolio yield is 6-1/4% and has a total return of 11.8% annualized since its 12/2009 inception.

I am a CFA, graduated from an Ivy-league business school and have worked at several large 'A-list' investment management firms.

I am interested in joining forces with another RIA that provides investment management services. I just formed my RIA with friends and family money but would like to jump-start growth by buying or joining another RIA.

If this is the sort of product that would interest your client base, please contact me.

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