About Us

About Us

Company Overview


Empowerment

Founded on May 12, 2018, our firm specializes in providing professional investment services in traditional equities. With a team of highly skilled experts, we leverage strategic market insights to optimize the value of client portfolios. Our commitment is to deliver consistent returns while fostering the development of a more sophisticated and sustainable financial ecosystem.

Innovation

Established in the United States, our firm has rapidly become a respected leader in the investment sector, specializing in traditional equities. With a focus on precision and market insight, we apply advanced financial strategies to create tailored solutions that align with the objectives of our global clientele, fostering sustainable growth and long-term success.

Sustainability

Recognizing the critical balance between market performance and financial growth, we are committed to delivering value-driven investment opportunities with a focus on maximizing returns. Our goal is to provide investors with compelling opportunities to optimize their portfolios while achieving attractive, long-term financial success.

Sustainable Impact


- Strategy

Rooted in a commitment to sustainable growth and innovation, our investment strategy focuses on identifying high-performing opportunities that drive both financial success and long-term value. By prioritizing ethical business practices and forward-thinking market solutions, we aim to lead the industry in delivering superior returns while fostering a more resilient and prosperous financial future.

- Legacy

With a strong legacy of pioneering efforts in the investment sector, we are committed to revolutionizing portfolio management and asset allocation. Our evolution into a trusted leader is highlighted by a proven track record of successful investments and strategic partnerships. We are dedicated to advancing financial innovation and sustainability, shaping the future of global investment opportunities.

- Ecosystem

Our investment ecosystem thrives on collaboration, integrity, and a shared commitment to delivering exceptional value. We foster a dynamic and inclusive approach, empowering each team member to contribute their unique expertise and insights. Through teamwork and mutual respect, we cultivate a culture of excellence, innovation, and continuous growth in our pursuit of superior investment outcomes.

Our Advisory Council 🌟

Discover the brilliant minds steering our mission. Our visionary leaders combine expertise, innovation, and dedication to craft strategies that secure your financial future and drive transformative growth.

🥇 CEO
Simon Jones, CEO

Simon Jones

Chief Executive Officer

As our esteemed Founder & CEO, Simon Jones drives transformative growth with strategic brilliance and unparalleled market expertise. With over 20 years of leadership, he delivers enduring success for clients and stakeholders.

"Leadership is about forging a path to lasting prosperity through innovation."
🥈 Fiscal
Amara Sterling, Fiscal Agent

Amara Sterling

Fiscal Agent

A seasoned financial architect, Amara Sterling specializes in asset management and bespoke financial solutions. Her expertise ensures maximized returns and unwavering stability for our clients.

"Stability isn't luck, it's engineered precision."
🥉 CIO
Edward T. Harrington, CIO

Edward T. Harrington

Chief Investment Officer

Edward drives portfolio excellence with innovative investment strategies. His data-driven approach and keen market foresight consistently enhance returns and fortify financial performance.

"Markets reward the bold, we deliver the brilliance."
💎 CFO
William R. Langston, CFO

William R. Langston

Chief Financial Officer

With unmatched expertise in financial planning and risk management, William drives fiscal discipline and sustainable growth, strengthening both organizational performance and client trust.

"True wealth is built on unshakeable foundations."
🌿 CSO
Catherine L. Moreau, CSO

Catherine L. Moreau

Chief Strategy Officer

Guided by a global perspective and innovative thinking, Dr. Catherine shapes our strategic vision and drives transformative initiatives that keep us at the forefront of the industry.

"Strategy turns vision into enduring impact."

Join Our Vision

Book a consultation with our expert advisors to craft a tailored financial strategy.

Book Appointment
  • USD 34,700

    Digital Volume - Dec 6
  • 194+

    Engaged Clientele
  • Exceptional 4.9/5

    TrustPilot Rating

Refine Portfolio Automation

Leveraging advanced automation, our platform refines portfolio management by processing high volumes of transactions with precision and efficiency, ensuring optimal real-time adjustments to asset allocations.