Our Story

Firm History

2007

RIA Founded

  • The registered investment advisory firm was created and registered. 
2011

Software Launched

  • The first edition of our application was launched
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2015

Consulting Division

  • A consulting division was launched
2018

Software Reimagined

  • A complete overhaul of our technology was started
2019

Rebrand

  • A custom rebrand was launched to help service the demands of small to medium sized firms
2020

Investment Signals

  • To meet the demands from financial professionals, we created a way to disseminate our investing signals
2021

Rebrand Complete

  • Company rebranding and new software launched

Investment Advisory

The backbone of our firm is the investment management styles that are implemented to manage money.

Methodology

Understanding our guiding principles and approach is key to understanding how our firm is different.

Firm Timeline

Technology that helps makes life and business simpler.

Philosophy

Learn about why we exist and who we are as a firm.