Our founders' passion for private asset management is derived from many places. A sense of purpose and service to others fuels us to help families receive the Wealth Management Advice and Asset Management they deserve, require, and desire. We partner with fiduciary advisors, RIA Enterprises, and family offices to meet the needs of end clients.

Michael wanted to share this story included in a four minute interview clip for a couple of reasons. First of all, he thinks you will find the human story inspiring - hopefully a reminder that no amount of money, job status, or material possessions can define you. Second, in his professional travels and conversations, it seems that the root of many problems is not a lack of rules or number of supervisors. Rather, the internal missions, cultures and moral fabric of firms are often woven with words and actions that do not engage the best that associates have to offer.

In the end, customers, clients, and firm associates receive misaligned results and express dissatisfaction and mistrust. Anecdotal evidence appears in medicine, law, accounting, auto repair, landscaping...More directly, a 2015 survey of 5,259 highly credentialed financial services professionals reveals that 63% see a deficit in ethical culture as lead cause for lack of integrity in the industry with a combined 42% citing misaligned incentives and misselling as the most serious issues. 

“What is the chief end of man? To get rich. In what way? Dishonestly if we can; honestly if we must.”
— Mark Twain, 1871

Worse, leaders of organizations, large and small, perceive themselves as having good character. They are nice people and give to charity. They volunteer on a board or coach youth summer league. They believe they are generous when they provide meals for the homeless or hand out tickets to a basketball game. Still, in their professional lives, they look at the circumstances of others as an opportunity to profit or enrich their brand or emotional state. Their vantage point is never quite focused or ready for an opportunity to humbly serve others. Sound familiar?  

We are honored and grateful for you to share this story with others.

With Gratitude, Michael