PRINCIPAL | PORTFOLIO MANAGER
PORTFOLIO MANAGER | INVESTMENT ADVISOR REPRESENTATIVE
INVESTMENT ADVISOR REPRESENTATIVE
Meet the Team
CLIENT SERVICES
INVESTMENT ADVISOR REPRESENTATIVE
INVESTMENT ADVISOR REPRESENTATIVE
CCO
INVESTMENT ADVISOR REPRESENTATIVE
Investment Team
Mission
We will continue to apply all our market expertise to ensure that our clients achieve their short-term and long-term financial goals with peace of mind.
Vision
To build an enduring investment advisory firm that is highly valued and trusted by our clients and peers. To contribute to the growth and development of our clients, our industry, and local communities consistent with our core values.
Values
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Manage client relationships, employee relationships and our business operations with moral excellence, transparency and fairness.
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Act in a manner that demonstrates exemplary professional conduct.
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Enhance our knowledge and skill in order to provide the highest level of professional services.
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Always look for a better way. Use ingenuity and experience to create solutions.
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Consistent communication and engagement with our clients to create an informed relationship.
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Join our clients in their interests and their charities to help build a brighter future.
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With a commitment to education and awareness, we simplify the complex so that everyone can see the full picture more clearly.
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Trust is found at the center of all our relationships. We commit ourselves to earning your trust over time and with every interaction.
Zeus Financial Partnership
Minority Ownership
An organization whose board members consist of a majority of minority individuals, providing the broker dealer with incentives.
Advantages:
More access to bonds
Cheaper bonds
Trusted Relationship
With years of a trusted partnership, we are able to buy bonds at cheaper rates, thus allowing our clients to get higher yields on their investments.