Company Description (LinkedIn): An advisory group providing specialized services for physicians such as contract review and negotiation, insurance, investment management and financial planning. Since 1982, the expertise of our advisors has benefited physicians at over 300 medical centers, hospitals, and medical schools, which includes over 900 residency and fellowship programs, and has reached all specialties.
β³ Active Since: 1982
π Location: Elkhorn, Nebraska
π’ Employee Count: 13
π₯ Followers: 203
From SEC filings:
π Advisory Services Offered
Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers (including private fund managers)