WE VALUE

Our Clients

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We proudly serve a diverse array of clients including pension plans, endowments, foundations, insurance companies, non-profits, Taft-Hartley plans, and high net-worth individuals.

MCV Foundation VCU Health Logo
American Friends Service Committee Logo
Lima Memorial Health System Logo
City of Miami Florida Logo
Danville Regional Foundation Logo
St. Clair Hospital Logo
The Papal Foundation Logo
Delta Dental Logo
Bok Tower Gardens Logo
Century Housing Logo
Logo reading "Coral Gables, The City Beautiful."
City of Wichita Kansas Logo
Logo of St. Petersburg, featuring a stylized heron.
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Richmond Capital Mangement Logo
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We work to build a relationship with our clients based on trust, competence and responsiveness. Consistently implementing these fundamentals since our inception is a bedrock to our success and long-term relationships.

Betsy Harris - Managing Director of Client Services

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By the Numbers

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200+

Institutional clients nationwide

23

Average years of trading experience

100%

Employee owned firm

Assets by Client Type

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A pie chart illustrating the distribution of different financial assets, including 34% endowment/foundation/high net worth, 23% Taft-Hartley, 20% public pension, 19% corporate pension, 5% insurance reserves, and 34%

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