Putting our clients first since 1986
For more than 30 years, we’ve been empowering clients by helping them take control of their financial lives.
Philosophy
The philosophy of business is considers the fundamental principles that underlie the formation and operation of a business enterprise; the nature and purpose of a business, and the moral obligations that pertain to it.
History
Business history is a historiographical field which examines the history of firms, business methods, government regulation and the effects of business on society. It also includes biographies of individual firms, executives, and entrepreneurs. It is related to economic history.
Culture
Historically there have been differences among investigators regarding the definition of organizational culture.
Our Leaders
We are a group of passionate, independent thinkers who never stop exploring new ways to improve trading for the self-directed investor.
Cynthia Dixon
Chief Executive Officer
Bryan Greene
Human Resources