Our team is composed of highly experienced investment professionals and successful entrepreneurs. As accountable stewards, we strive to serve our clients in the areas of Investment Management, Private Investments, and Family Office. Our goal is to serve others, maximize returns, and drive innovation.
We are an independent registered investment advisor (RIA) wholly owned by a perpetual trust with all income donated to charitable organizations on an annual basis. If we are ever sold, 100% of the proceeds will pass on to charities through the trust. This intentional structure provides the cornerstone to serve you for generations.