Bringing Confidence to
Your Investment Planning
We are excited to announce our move to Mount Yale
Over nearly two decades of managing our practice, our objective has always been to provide our valuable clients with the highest level of investment and wealth management services. That is why we’re excited to announce that we have joined Mount Yale Capital Group.
Mount Yale provides our team with an institutional-quality investment platform, industry-leading technology, and high-touch support to help us better serve our clients. The firm’s reputation for integrity and service is supported by its tight focus on risk management and an intimate, personal style that we believe our clients will notice and appreciate.
As an equity partner, Chad Bester serves in a leadership capacity at Mount Yale. This means he has a voice on important decisions that impact clients. Decisions like technology, service providers, and how to best serve clients. Being an entrepreneur also provides valuable insights that help enhance the advice provided to the team’s business owner clients.
Our Custodian Partner
Our firm, like all investment managers, is required to have a custodian. A custodian is a financial institution that has legal responsibility for a customer’s financial assets. Investments that you entrust to our firm to manage are placed in custody with Fidelity’s clearing firm — one of the largest clearing providers in the industry.
We chose Fidelity because of its strong reputation and impressive investor resources. The company’s 60-year reputation for integrity and financial management expertise gives our firm and our clients peace of mind. Fidelity Investments is one of the world’s largest providers of financial services, with $9.8 trillion in assets under administration as of January 31, 2021.