From Our Editors
What services does your business offer and what makes your business stand out from the competition?
We invest in our own funds. Our Core Value Fund has outperformed the S&P 500 on an absolute and risk/adjusted basis. Our Aggressive Value Fund has outperformed significantly on an absolute basis.
What was the inspiration to start or run this business?
We want to help people reach their investment goals and find a way to add a social twist to the product offering. We believe the American Red Cross is a great national and international charity.
What do you love most about your job?
We help people!
What is the best reaction you've ever gotten from a customer?
"Thanks for the best stock appreciation I have ever enjoyed!"