We are looking to buy investment practices as well as to attract established investment advisors with an already-existing book of business to our firm. You may be in touch with people in either or both of those categories who may have an interest in talking with me.
Investment practices of any sort in our industry would be potential candidates for our purchase consideration. By contrast, the acquisition of established advisors will be more selective. The ideal candidate for us would be an advisor who is uncomfortable in the current affiliation, perhaps because of proprietary product pressure as an example, and who wishes to represent his or her clients with fee-based and unbiased investment management. That advisor must be already established with a sustainable clientele and who wishes to transition them to our caliber of investment management and financial planning.
Please contact us at 412-227-3200 if you have an interest in this opportunity.