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Who We Are

We are a team of professionals who sit on the same side of the table as our clients. We aren’t aligned with any Wall Street firms and offer objective advice without exception. We bring over 55 years of investment experience, offering a forward vision led by the firm’s founder, Ryan Schrift, who uses these considerations as our keystone:

  • Client vs. Institution
  • Evidence vs. Emotion
  • Process vs. Product
  • Current vs. Historic
  • Objective vs. Subjective