Overview

New River Investments Inc (est 2011) is a state-registered RIA (CA, FL, NY, NC, GA) with custody relationships at Interactive Brokers and TD Ameritrade staffed by 4 experienced investment managers. In addition to 4 investment managers we have dedicated operations and business development personnel. We do all investment management in-house across multiple strategies using both single stocks/bonds and ETFs and use no third party managers or mutual funds. We are committed to investment management and are looking for existing RIAs of all sizes that focus on the client relationship aspect and have less interest in money management to partner with to grow our investment management AUM. The perfect partner is a small RIA that wants to shed back-office/regulatory/investment management workload and focus on their clients' needs while taking advantage of our economies of scale. We are also interested in acquiring existing books of business from advisers exiting the business who are looking for someone to succeed them that will do right by their clients. Location is not an issue, we work across multiple states (CA, GA, NC, & NY) and we are open to RIAs from any part of the country. While we believe that Interactive Brokers is a best-in-class platform for investment management, we are aware of their limitations and are open to adding new custody relationships if necessary.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...