1102 Partners Revenue

About 1102 Partners

What began as a family office has grown into a full-service RIA offering clients the same personal service and custom financial solutions we give our own family. WHAT MAKES 1102 DIFFERENT 40 years of experience allow us to go far beyond the basics when working to help meet your financial goals – no matter how complex or custom your situation. We never veer from the high-touch service we offer our own family members. We believe in transparency and minimizing expenses. As fiduciaries, our clients always come first. As a fee-only firm, we do not earn commissions. We live and breathe this. Investing and philanthropy have been a central part of our lives as long as we can remember. WHAT WE OFFER Customized investment management designed around your individual goals, such as consistent income, preservation of spending power, and passing a legacy onto your heirs. Philanthropic guidance including starting a Family Foundation, utilizing Donor-Advised Funds, or making direct charitable contributions. Financial planning across generations. Coordination with trusted advisors - we work with other specialists to make sure you're covered when it comes to estate planning, tax planning, insurance, and bookkeeping. Special Situations Micro-Cap Strategy - Our clients have the option to access our Special Situations Micro-Cap Strategy, managed by David for over 20 years. - 1102 also recently launched a highly concentrated version of the strategy for select investors. HOW TO GET STARTED Visit 1102partners.com/contact-us or DM @DavidMaley to set up a meeting to get to know us and find out if we are a good match for your needs. 1102 Partners, LLC is a registered investment advisor. Advisory services are only offered to clients or prospective clients where 1102 Partners and its representatives are properly licensed or exempt from licensure. For additional information and important disclosures, please visit our website at www.1102partners.com.

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