An investment management firm delivering efficiency with proficiency for the greater good.

Non-Profit Event
We are honored to be the event sponsor of the annual Dream Big Motor Show hosted by Adrian Jules Custom Clothier.
This year’s benefactor is GiGi’s Playhouse Rochester – a non-profit that offers support for individuals and families affected by Down syndrome.
Come enjoy a Sunday morning filled with extravagant cars and phenomenal people for a wholesome cause. This year’s goal is $50,000!