PRACTICE INFORMATION

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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. 

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