Growth Starts Here
Our unique process circumvents the cumbersome and expensive relationships that are typical of the large, national firms. We work fast and are extremely nimble.
As an added bonus
The Risk Appetite
You do what you do best – run your company.
And use our nimble, boutique firm for your financial needs.
How do you choose the right partner for your capital raising efforts?
First and foremost, it is important to research an investment consultant’s background before hiring their services.
This means reviewing their compliance records and checking for any serious breaches. For instance, have they ever been investigated for insider trading? It’s also wise to check their fiduciary status and even their criminal record.
You can also check your investment consultant’s certifications to ensure he or she holds the correct licenses. Before selecting an investment consultant, organize an in-person meeting to determine if they understand your financial goals and are accessible. Ask about fees and whether they receive any commissions. Finally, you can assess their education and association memberships to determine if they have the necessary experience and expertise.