The Idea
The idea...That no single financial institution, company or provider has all the answers, talent, product or pricing. By operating in an "open architecture environment," one could pull together the best broker/dealers, mutual fund sponsors, money managers, trust services, and family office practices on one platform.
The Promise
The Promise...That we will actively and objectively help investors evaluate and assemble the best investment team possible, that this team will uphold the best ethics, standards and practices of our industry while offering a fair and reasonable fee for service.
