Why we are in business

Our “why” and statement of purpose.


  1. To offer a promise of value to high-net-worth investors and an underserved group:  the smaller investor and small businesses.
  2. To capitalize on the movement away from corporate captive advisors to the independent, registered investment advisor (RIA).
  3. To help people avoid some of the problems and pitfalls of financial services.
  4. To provide thought-leading financial education and fresh perspectives