Investment Professionals


We are a growing organization. We believe our model is the future of the investment industry. The independent Registered Investment Advisor can provide all of the latest and most innovative products for the global market, and at the lowest cost. We can pass on these cost savings to the client. We benefit from a happier, wealthier client. Our clients are more likely to refer others to us because we provide more service for less. Why pay 60 to 70 percent of your gross income to an organization that ties your hands and stifles your ability to truly do the right thing for your clients. We are looking for partners that want to make a difference and we are looking for like minded, dynamic individuals to come and join our rapidly expanding team.

Below is our current list of investment professionals we wish to talk to. If you wish to contact us, please send an introduction via e-mail, or you can phone us at the number listed in the Contact section of this website. Thanks!

  • Relationship Managers

    Must have a minimum of 5 years in our field or a related industry. Applicant must have a Bachelors degree or better.

  • Fee based Investment Advisors and Financial Planners

    Must have extensive investment and (or) trading experience and a willingness to be part of a team. We would consider a group that has worked together for a period of time. All applicants must have a current client base willing to transition to another firm.

  • Research Professionals

    Must have experience writing industry or general market research. Applicant must have a Series 86,87 qualification or a CFA designation.