PRACTICE FOR SALE:

$80MM AUM | $400,000 GDC in Austin, TX

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Overview: Independent fee only RIA. Looking for a large firm that is interested in expanding into the Austin market and make an investment in growing my firm through merger or purchasing an interest. I have substantial experience in portfolio management, having formerly been the CIO of a $20 billion endowment fund and having taught investments at UT Austin at the undergraduate and graduate level, but at this point would like to add more marketing muscle through adding both younger talent and digital and social media marketing support. The opportunity exists for some junior advisors to leverage their selling and marketing efforts off my experience through teamwork and mentoring. Also interested in upstreaming the portfolio accounting and reporting, compliance, etc.

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