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About

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Putting our clients first since 1986

For more than 30 years, we’ve been empowering clients by helping them take control of their financial lives.

Philosophy

Discover our investment philosophy that guides our decision-making process. We aim to achieve consistent returns by analyzing market trends and identifying opportunities.

History

Explore our investment journey and track record. Our history reflects our commitment to delivering value to our investors and making strategic investment decisions.

Culture

Learn about our investment culture and how it shapes our approach to managing assets. We prioritize transparency, innovation, and client-focused investment strategies.

Our Leaders

We are a group of passionate, independent thinkers who never stop exploring new ways to improve trading for the self-directed investor.

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William G Bornmann
Chief Executive Officer

Innovative CEO driving success through visionary leadership and dedication.

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Brett Miller
Human Resources

HR leader fostering success through strategic guidance and dedication.

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Arthur Parker
Executive Assistant

Efficient Executive Assistant enabling seamless operations and support.

Number speaks

We are always ready
for a challenge.

Learn more

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Investment Opportunities

Explore our diverse range of investment instruments, each carefully selected to offer you optimal opportunities for growth and diversification. Whether it's stocks, bonds, real estate, or alternative assets, we provide choices that align with your investment goals.

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Global Reach

With investments spanning across 27 countries worldwide, we offer a truly global investment approach. Our extensive network allows us to tap into international markets, harnessing their potential for superior returns.