To be the premier merchant banc and the first choice for all financial services related to Intellectual Capital Equity® value.

We Are

  • Innovative - offering state of the art and proprietary services within each business we operate.

  • Client Focused - responding and providing a level of service exceeding expectations.

  • Quality Obsessed - managing all work products to a zero error tolerance.

  • Profit Centric - seeking to maximize profits to our employees and investors over strategies focused on growth.

  • Team Oriented - working together to serve clients and build a unified firm regardless of office locale or primary practice responsibility.