When we say it’s about people, not portfolios, that applies to our team too. We emphasize a close-knit culture, where we love what we do and who we do it with. We're honored to be recognized as one of 2018 Cincinnati's best places to work, as published by Ohio Business and we're even more proud to be the kind of company people want to work for!
CEO / Founder
President
Director of Operations
Chief Compliance Officer
Corporate Strategist
Investment Advisor Representative
Compliance & Trading Supervisor
Client Relations Specialist
Client Relations Specialist
Investment Advisor Representative
Investment Advisor Representative
Investment Advisor Representative
New Business Support
Marketing Associate
Compliance Analyst
Senior Relationship Manager