Our values
Clients: Providing best customer service is our primary value. More than 100 account managers are focused on needs of our clients
Reliability: Being an industry leader we provide our clients with extra reliability. We do more than anyone else to satisfy the needs of our clients.
Speed: We provide the fastest trading using cutting-edge technologies. No delays in order executions or lags in the user interface.
Our Team
• WILLIAM JOHNSON, CFA - CEO & Chief
Investment Officer
• EMILY JACOB, CFP - Financial Planner
• CHARLIE BROCK, MBA - Portfolio Manager
• MICK CLAUDE, MBA - Portfolio Manager