Independent investment advisor providing trusted investment solutions since 1979, serving individuals, businesses, trusts, endowments, and various retirement plans.
1979
100% employee-owned
Tailored to individual clients’ risk profiles, with caution against illiquid assets, short-term trading, and leverage.
Mobile, Al, United States
About
Mission
Our primary mission is to assist clients in achieving their goal of living their legacies through appropriate asset allocation, diversified portfolios, tax-aware investing, and long-term perspectives.
Values
Client alignment, fiduciary responsibility, generational diversity, community engagement, and legacy focus.
Participant Demographics
Serving families, individuals, non-profits, corporations, and retirement plans.
Track Record
Team Experience
Multigenerational team with diverse perspectives and skills.
Notable Achievements
Ranked #29 on the 2024 CNBC Financial Advisor 100 List for six consecutive years.
Project Track Record
Extensive experience with retirement plans and endowment management.
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Mobile, Al, United States
Legal & Compliance
Registered in the United States.
No major violations mentioned.
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