Investor Relations
Recently joined RIA and based out of Charleston. The firm moved from San Diego so we are in a completely new market. Fresh out of college and working as an advisor and investor relations. Working on building a book of business. Our firm has a wrap fee program and an active investment strategy with a performance fee structure. Returns are very solid. Our ideal client is high net worth/accredited investor. Looking for ways to prospect to those people. All thoughts/insights are appreciated.
Amet numquam et adipisci at voluptas. Qui perferendis ut in ratione fuga dolorem. Qui et reiciendis nulla non nemo quod voluptatibus.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...