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Who We Are

Client Centered

We are a team of professionals who sit on the same side of the table as our clients. We are not tied to any Wall Street investment banks and offer customized advice without exception. With over 55 years of collective investment experience, our office offers a forward vision led by Ryan Schrift, who uses these considerations as our keystone:

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