Industries transform when the right tribe comes together, with the right culture, at exactly the right timing, to solve the right problem.
While the entrenched investment world scrambles to add features, products, and confusion; what would the opposite look like?
Office towers, endless committee meetings, tri-fold pamphlets, lifeless grey board rooms, archaic and clunky enterprise software, stadium suites, producer resort retreats; the list goes on, and on. None of these things benefit the client whatsoever, yet the client pays for them all.
By prioritizing design, and fundamentally rethinking how an investment firm should operate, we begin to eliminate the nonessential and focus entirely on the elements of the process which directly benefit the client.
This means seeking the bare minimum complexity without sacrificing function or sophistication.
We are remote, distributed, and hyper-efficient, with lifestyle design built into our core.
Integrity, energy, curiosity, and core values matter most to us, everything else can be developed over time.
What if you were to ignore everything you thought you knew about the investment world, and helped build something special from the ground up? What would it look like?
You believe in doing what’s in your client’s absolute best interest, at all times.
You want to build your own practice, cultivate your personal brand, be independent; but never alone.
You want to be heard, to have a creative voice, and to help develop the firm of the future.
You think differently.
You believe in solving financial problems through active listening, empathy, and thoughtful guidance, none of which involve product sales.
You want to build and serve your own niche and surround yourself with clients you love working with.
You tend to question the way things are done. We value those who challenge the status quo, that’s how we all learn, grow, and get better together.
You reject unrealistic sales goals. Instead, you prefer personal development goals that you set for yourself and take pride in. You’re a lifelong learner.
You understand that 'being different' is not itself a differentiating factor. What truly matters is making a difference, giving your best, and having the humility to know your limitations.