Team Approach

We concentrate on meeting the complex financial needs of Foundations and their Board of Directors in helping develop, implement, and monitor strategies designed to enhance and protect their assets. Because we're selective of clients with whom we work, we are able to deliver an exceptional level of service.


Given the vast resources available to us through First Allied Securities, our Broker/ Dealer, we provide an unparallel level of service. Our strong Relationship with First Allied Asset Management division allows us to offer a team approach that  delivers a personalized service, centered on solid client relationships, by providing the most objective guidance in helping the organization reach its financial goals. We focus on more than just investments and believe the greatest value we can provide is to help your organization manage an ever changing financial landscape.


It is our goal to become your organizations most trusted and valuable resource. When you engage our services, you are partnering with a wealth management firm that stands by you to help you anticipate opporunities and manage your  portfolio.  We serve our clients and provide them with a asset management plan that addresses the critical 10 non-profit  management issues many non-profits face today. 


To see our Non-Profit Management Team please click on the buttons below: