Broker Check

Exceptional Guidance

Our team of experts brings decades of industry experience together in order to provide our clients with innovative and meaningful results.

  • Our experienced and educated team with advanced designations and degrees (CPA, MBA, attorney) has a wide range of backgrounds.
  • In depth knowledge of Article 3 and 4 funds from all sides - our staff have served as pension board attorney, police administrator, pension fund trustees, pension fund presidents, and municipal finance director.
  • We are also credited with advising on statutory language regarding investments for Article 3 and 4.
  • We believe in educating our trustees, so we speak regularly at national and local pension fund seminars.