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.
