Vendors and Wholesalers
We research investment solutions for our clients and technology solutions for our firm through independent sources. Therefore, we rarely are interested in hearing from vendors and wholesalers directly. Please review our Resources page, Investment Philosophy page, and our Fee-Only / Fiduciary page to understand our firm before you contact us. If you believe your product or service fits our model and philosophy, please contact us through the form below with a link to your website. If we are interested, we will respond to your message.
We do not welcome telephone calls, voice mail messages, or emails from vendors or wholesalers.