Eight years ago, we started as a firm within a firm. We created an institutional investment services practice and grew that practice into a business that competed against some of the best consulting firms in the country and won. That taught us a few things:
Diversity is our Superpower
Our firm doesn't look like Wall Street, and we're pretty proud of that. Our team members have had to work hard to get to the starting line and that gives us a non-traditional perspective. We think differently. We invest differently.
Bigger isn't always better
Our size helps us make investment decisions efficiently. Our team is close. We know each other's strengths and the best way to execute. Each and every client means the world to us and that's how it should be.
How we treat people matters
We can't control markets, but we can control our clients' experience. We are committed to providing excellent service to the people who have entrusted us with the important job of managing their investments. This philosophy also extends to our team members.