$600mm AUM Turnkey Asset Management Program (TAMP) and investment advisory firm with representation throughout the United States. The company offers retirement, tax-managed,and 401(k) solutions through proven academic principles.

Key Aspects
· Approx. $600M assets under management (AUM)
· CEFEX certified
· Access to Dimensional Fund Advisors (DFA)
· Excellent customer service and scientifically designed individualized portfolios for each client
· Industry leading software system for asset management, client reporting and online tracking
· Highly dedicated and skilled team

· Continue adding new accounts to increase revenue
· Expand outside of its primary geographic market
· Enhance website functionality and social media to interact with advisors and clients
· Continue attracting top performing advisors to bring in large accounts and increase AUM
· Offer alternative investment products to diversify portfolios

· Georgia

Market Currently Served
· US Nationwide

Real Estate
· The company leases an office space from a third party

Shareholder/ Owner Objectives
· Multiple shareholders looking to exit the company. The majority shareholder is looking to concentrate on wealth advisory services and will continue to bring clients to the company as an outside advisor.

Posted Jun 14, 2016

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