After many years in the industry, in 2005 we partnered with Croft Financial Group who offered the perfect platform for our clients; a place to build a proprietary investment portfolio system that opened the doors of our industry and created the accountability and transparency that we were searching for, and strongly felt our clients deserved.
Since this partnership we have had full control of what our clients are invested in. We started with two pools, founded on a fee-based model, which at that time, was rarely seen available to retail investors. We leveraged a team of investment professionals, utilized the technology available to us, and committed the highest level of accreditation and oversight.
A Track Record That Speaks for Itself
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