Corporate Citizenship

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Committed to Making a Lasting Difference

As a veteran and minority owned investment firm, we understand the importance of supporting those who served our country.

We work with organizations that seek to make a difference and we have launched our own initiatives to contribute in lasting and meaningful ways.

Current initiatives include:

  • Adaptive Sports
  • Birdies for the Brave
  • Gary Sinise Foundation
  • Green Beret Foundation
  • Intrepid Fallen Heroes
  • The Mission Continues
  • Operation Life Back/The Headstrong Project
  • Veteran’s Day Program
  • Veterans on Wall Street VOWS

Annual Veteran’s Day Fundraiser

We are pleased to participate in a successful campaign to support The Head Strong Project. Our team is grateful for the opportunity to support our returning Veterans.

HeadStrong Dec 2014