We are a 100% independently owned investment firm dedicated to meeting the needs of institutions and financial advisors. We have been providing our partners with unbiased advice since our founding in 2006.
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Featured in the press
FundFire, June 2019 FundFire, May 2019 FundFire, April 2019 Bloomberg, January 2019 More news |
Meet our Principals
Brad Alford, CFA
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Anna Dunn Tabke, CFA, CAIA
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