Built On Radical Transparency
Jeff Maurer, Partner and Chairman, shares the origin story of the firm, founded in 2008 during the depths of the Great Recession. Built on the principle of “radical transparency,” the firm was created as a client-first alternative to traditional banks and brokerage firms plagued by misaligned incentives. Key Highlights
Investing Beyond The Public Markets
Stephanie Hackett, a portfolio manager, discusses the value of illiquid alternatives, including private equity, and the importance of rigorous manager selection. She explains how the due diligence process evaluates investment strategy, team strength, historical performance, and fund structure. Key Highlights
Empowering Clients Through Education
How ongoing education programs empower clients with investment insight, planning knowledge, and informed wealth management decisions.
