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“We operate in a true team structure. The ideas or clients of the newest analyst are as important as my own.”

James E. Malackowski
President & CEO



Mission

Our mission is to be the premier merchant banc and the first choice for all financial services related to Intellectual Capital Equity® value. To this end 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 product 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.