"As we approached our 25th year of business in 2000, we were serving 360 clients and 20 of those clients had been with us since our founding year. To manage our growth, we raised our minimum to $2 million. We also hired technology professionals who provided clients with web access to their account information while keeping their data secure. Our third transfer of ownership began in 2006 with four professionals making investments in our company. From the events of September 11, 2001, war and recession to the unprecedented turmoil we encountered from the subprime meltdown and volatile price of oil in 2008 – it was a decade that tested our fortitude and faith in the capital markets.

Thankfully, we stuck to the fundamentals, resulting in our clients benefitting from staying invested and seeing their portfolios recover and grow."

– George Hosfield, CFA