Team
Independent Professionals
In the investment industry, independent professionals are experts in finance and operates independently as consultants, not affiliated with a large firm.
Agent-Client Relationship
The agent-client relationship is a partnership built on trust, open communication, and mutual respect, focused on achieving common business goals.
Direct Access
We leverage an unparalleled access in the investment industry from our established connections and trusted relationships in the marketplace.
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Alexis Sheikh
Partner
Kriss Abens
Partner
