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Hybrid Model

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Feb 21, 2008 6:47 pm

Does anyone now the name of the firm in souther california that offers a hybrid type of model? I spoke with a colleague about them and he too had limited info: they only buy big producers, set-up the office soup to nuts, provide all infrastructure (reporting, compliance, marketing, branding etc al), put them under their RIA/open investment platform and its an equity deal? Any help would be appreciated. 

Feb 25, 2008 10:06 pm

I know that firm really well.  They have a story that no one else can tell and everyone that has partnered with them has been very successful right away.  If you would like to discuss further, please email me.  If not, good luck with your search.