formerly independent broker/dealer founded in 1998, sold to Sterne Agee in 2012. The rest of this description is all filler because LinkedIn requires 250 characters, minimum to publish the description, and any changes to the company page cannot be published without a description. So now we're at 3338 characters. Thanks for your patience.
Our firm manages investments for individuals and families, businesses, and non-profit organizations. We apply a comprehensive, rigorous, approach and balance this with independent research and insight.
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