Asset Growth The firm manages a substantial AUM of around $2 billion and serves high net worth individuals, families, nonprofits, and institutions, indicating a capacity for expanding diversified investment offerings and tailored wealth solutions.

Employee Ownership Majority employee- and board-owned structure suggests strong alignment with client outcomes and potential for leveraging internal investment committees or expansion of employee-driven wealth services to attract talent and deepen client trust.

Active ETF Picks Recent ETF and stock investments across Schwab US Large-Cap ETF, Vanguard ESG U.S. Stock ETF, iShares Core S&P, and Cardinal Health point to opportunities in ESG, core index strategies, and sector tilts that could align with advisory growth offerings.

Growth Readiness Revenue range of 50 to 100 million alongside a specialized service model for high net worth and institutional clients signals readiness to scale advisory services, potentially through broader RIA partnerships, co-managed accounts, or rebalancing automation tech.

Tech Stack Fit Usage of iCIMS, WordPress, Shopify, Microsoft 365, Barracuda, Slick, and analytics/web hosting tools indicates an openness to modern client experience enhancements, digital onboarding, and cybersecurity—areas where outsourced tech services and compliance-ready solutions could drive efficiency and client engagement.