Our mission is to build a special bond with our clients by practicing honesty and integrity in fulfilling our responsibilities.
Diversity is the key to our mission. We are proud to represent different cultures and backgrounds that have influenced our ways of thinking. Each team member can critically analyze situations from different perspectives in order to assess our client’s needs and best interest. We will work hard to become a trusted extension of your team. The foundation of our company is built on creating a unique bond with you and your team. Our purpose and motivation lie within the best interest of our clients.
We promise to carry out the following duties to the best of our abilities for each and every client: duty of care, duty of loyalty, duty of prudence, duty of good faith, duty of confidentiality, and duty of disclosure.
Certifications, Memberships, + Registrations
•Certified as a Minority Business Enterprise (MBE)
•Certified as a Veteran Business Enterprise (VBE)
•Member of Women in Public Finance (WPF)
•Registered with the Security Exchange Commission (SEC)
○Municipal Securities Rulemaking Board (MSRB) as an independent municipal financial advisor
○Municipal Advisor Series 50 Qualification
•Registered with the Secretary of State in Indiana
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We pride ourselves on providing highly-personalized and customized services to the organizations and individuals it serves, adapting scale and scope to meet their specified needs and requirements.