About Us

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 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