This Pacific Northwest-based RIA primarily provides portfolio management services to individuals and businesses, and has engagements with approximately 8 financial firms to provide model portfolio investment recommendations for use with its clients. Through its diversified strategies, this RIA has discretionary management of approximately $259 million in assets from approximately 530 clients.
This RIA seeks a well-established acquisition partner with deep industry connections, that would benefit from adding portfolio management services in-house or expanding an existing portfolio management team. The ideal partner would be looking for a Sell and Stay® opportunity as the RIA’s CIO and two of its portfolio managers would like to remain post-sale.
© FP Transitions, LLC
4900 Meadows Rd., Suite 300 | Lake Oswego, OR 97035 | p. 800.934.3303 | f. 503.452.4205