Our platform is different from the traditional investment firms...
We are independent, unique, and visionary.
The firm was founded in 1992 as a full service Independent Southeastern Regional Investment Firm, FINRA Broker/Dealer and SEC Registered Investment Advisor. We serve the sophisticated investor confidentially. We provide golden rule service with the latest technology. Along with traditional brokerage services we offer three areas of expertise, presenting a value-added approach to investing.
- Small Cap Investing
- Retirement Planning Services
- Alternative Investments



