Business Accounting
When Financial Professionals Go Indie
Weighing becoming independent asset manager or financial advisor? Balance the freedom to serve customers against the strain of running a firm.
Kent Croft is president and co-portfolio manager of Baltimore-based Croft Investment Management, which he founded with his father. Previously he was a manager in the equity department at Salomon Brothers. Mark Travis is president, CEO and chief investment officer at Intrepid Capital Management, based in Jacksonville Beach, Fla.