Through my experience in banking, I realized something far more important. That I did not want to go to the grave with the best music inside me, and not being able to play it while I was still alive. The voice within me has always wanted to reach out to people, have meaningful conversations and to create that emotional connection. 

Integrity, commitment, family, and having a balanced life are my core values. Being able to improve the lives of others is what I do as a consultant.


I help financial institutions, family offices and private wealth individuals achieve greater investment results and dramatically grow their businesses. 


Who Do We Help?

We serve as trusted advisers to organizations seeking fixed income solutions including external fund managers, family offices, philanthropic organizations and private wealth individuals.


Investment Consulting

We formulate bespoke solutions including asset allocation, portfolio strategies and operational efficiencies that address the unique situation of each client, whether you are an organization or individual.

Executive Coaching

Peer partnerships to help advisers improve investment performance, develop client engagement strategies and sharpen their working knowledge of bonds.

High Performance Training

We offer an extensive suite of cutting-edge fixed income programs to meet the needs of investors, advisers and client development challenges.