Firm Presentation: I’m Looking For A Strategic Partner(s). A Domestic Financial Institution & A Foreign Pension Fund/SWF/Large Family Office

I am a competitor at heart, I believe with enough drive and determination I can go up against anyone and succeed. If I was going to describe the firm I would describe it as an RIA that operates more like a hedge fund, we go out there and try to beat the benchmarks while also hedging our bets.

I am willing to issue equity shares in the business in exchange for inflows of capital. With the revenue generated from the capital I will spend on marketing and networking events where we have the opportunity to meet large institutional allocators.

Right now I am looking for partner number 1, the domestic financial institution. Once I get enough AUM under management I plan to search for partner number 2 to write the big check, it is not only about money though, we need someone strategic that can open doors and help us grow.