Investing to power your future.

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Simplicity and a long-term focus

I believe that building wealth is done by owning excellent businesses over an extended period of time. It is not done by fancy trading strategies, timing, or blindly applying “diversification”. 

Instead, I prefer to identify what I believe are best-of-breed companies through deep fundamental research into each company’s qualitative and quantitative stories. 

Steven Speck

Investment Services

Under $100K in investment assets
  • Access to weekly market commentary
  • Professionally managed investment portfolio
  • Digital platform access

Wealth Management

Over $100K to $1M investment assets
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  • Specialists in real estate
  • Customized portfolio
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Private Client

Over $1M investment assets
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  • Private equity investments*