• How It Works
  • Pricing
  • FAQ
  • Log In
  • Blog
  • Join an RIA
  • Form an RIA
  • Manage Your Practice
  • Plan for the Future
  • M&A Issues
  • Thought Leadership
  • Book Reviews
Home > 
Knowledge and Insight > M&A Issues
  • Like this Article
  • Save to Library
  • Print
  • 0
  • 3091
  • 0

My Story: Cleveland Solo Looking to Add Advisors

Mary Ann Buchanan | RIA Match, June 2020
Read the article online >

Summary: We employ a well known strategy to which we are totally committed because it works!  As close to a sure thing as you're going to get in investing. Must be able to share the total commitment and be willing and able to share our special process with the world.  Mostly a retail product able to attract billions of $$ in assets, and I can prove it. beating our benchmark for 11 years - needs distribution.

 

 

< Previous Article
RIA Valuations, Financing Options Remain Strong: Echelon
Next Article >
COVID-19 tamps down pace of RIA consolidation
Be the first to comment on this Article
Blog Update Signup Banner
Want to buy an RIA practice?

RELATED ITEMS

These Two 'Dealbreakers' Mean It's Time to Find a New Firm: Consultant
Added on March 2025 in M&A Issues
Wall Street recruiters say market's meltdown not hurting hiring
Added on March 2025 in M&A Issues
The Changing Nature of M&A in the RIA Space
Added on November 2024 in M&A Issues
Before M&A, consider 'process and culture'
Added on November 2024 in M&A Issues
How To Sell Your RIA To Grow Your RIA
Added on October 2024 in M&A Issues

In the RIA Match store

Investment Advisor's Guide to Finance
Investment Advisor's Guide to Finance
Price: $0.00
Positioning Your Firm for a Sale
Positioning Your Firm for a Sale
Price: $0.00
Hiring & Retaining Top Talent for Growth
Hiring & Retaining Top Talent for Growth
Price: $0.00
Knowledge and Insight
  • Blog
  • Join an RIA
  • Form an RIA
  • Manage Your Practice
  • Plan for the Future
  • M&A Issues
  • Thought Leadership
  • Book Reviews
The RIA Match Service
  • How It Works
  • Plans and Pricing
  • FAQ
  • Get Started Today
About RIA Match
  • Who We Are
  • Press/Recent News
RIA Match Store
  • Catalog
  • Shopping Cart
  • My Account
  • Order Tracking
  • Store Support
Support
  • Help Topics
  • Webinars
  • Glossary
  • Contact Us
RIA Match
  • Facebook
  • Twitter
  • LinkedIn
  • YouTube
  • GooglePlus
  • RSS

Legal Notices & Disclaimers · Privacy Policy · Problems with this website?
Copyright ©2025 RIA Match
Powered by PLANet w3 CMS ©2025 PLANet Systems Group

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?