Jim Winkelmann
Clayton, MO (USA)
Role(s):
Blue Ocean Portfolios
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Startup
Location:
Clayton
Industry:
Investing
Year Founded:
1987
Number Employees:
INVALID
Description:
Based in St. Louis, MO Huntleigh Capital Management, Inc. is a SEC Registered Investment Adviosr. Last year we rolled out our "Blue Ocean Portfolios" service. Blue Ocean Portfolios is an asset allocation service that utilizes a spectrum of index funds and US bonds to manage investors exposure to the public securities markets. Blue Ocean Portfolios is a low cost proces driven service that can easily scale. We need $500,000 in capital to expand into the 401k and 403b markets where there is huge pressure for plan sponsors to mitigate fees that their employees / participants are incurring through high priced mutual funds inside retirement plans. This capital will be used to build out website, retain experienced sales personal and to advertise. The 401k market in St. Louis is worth at least