This Arizona-based RIA is focused on managing and/or supervising approximately 30 mutual fund portfolios. This RIA has a 25-plus year actual asset allocation track record and a 25-plus year proven track record in managing and supervising mutual fund portfolios. The RIA currently has discretionary management and/or supervision over approximately $1.25 billion in assets, which generates approximately $2,126,000 in trailing 12 months’ revenue.
The ideal partner for this RIA is a well-established firm with deep industry connections that would benefit from bringing the managed, diverse mutual fund portfolios and well-established, actual asset allocation track records and services in-house. The ideal partner would also offer post-sale/merger employment to the six employees of the RIA.