Who We Work With 

History has shown we work best with the following individuals and companies:

  • Firms with greater than $100MM in AUM or $750k in gross revenue
  • You recognize the importance of having a well thought-out strategic plan and commit to having someone keep you accountable to it.
  • You understand high performing staff is your greatest asset and helping them feel like “fellow visionaries” is your key to retaining them and growing your firm.
  • You are open minded about the opinions and ideas of others and encourage this exchange.  You want to collaborate with others to reach the best solution for the firm. 
  • You are interested in not only a great firm but a great quality of life for you, your staff, and your family.  If making money at all costs is your sole motivator, we not the best firm for you.