Business Profile

We are an asset manager and independent Registered Investment Advisor (RIA) with the Securities Exchange Commission (SEC). We are 100% employee-owned with no competing businesses, affiliates or conflicts. Our combined industry experience includes working with individual and institutional investors. We act as a stable fiduciary in the best interest of our clients. We are fee-based in structure, transparent in operations and have a team focused, client-centric, open- architecture approach to service and solutions. We have an established track record of superior returns with low market correlation. 

History

Founded in 2010 as a fully independent Registered Investment Advisor (RIA) registered with the Securities Exchange Commission (SEC). 

Ownership

Independently owned by the Managing Members of the Limited Liability Company (LLC). No competing businesses, affiliates or conflicts with outside entities. 

Style

We employ an "open architecture" style which allows us to fulfill the needs of our clients with a high degree of flexibility. 

Goal

Superior risk-adjusted returns consistent with the needs of our clients. Our goal is to provide the highest possible level of tailored service, advice and effective asset management. 

Culture

Accountable. Open and Transparent. Client-focused. Team oriented.