We believe we can always do more. 

By engaging in socially responsible practices, having sound business ethics and making meaningful contributions, we are able to demonstrate to our employees, clients and the world around us that what matters are relationships and values.

Our People – Valuing Diversity and Inclusion

We are fully committed to fostering a diverse and inclusive workforce where differences are understood, respected, valued and supported.  We realize that in an increasingly competitive marketplace having employees who reflect the diversity of our clients can broaden our thinking and help us compete, innovate and grow.

Our Business – Operating Responsibly with like-minded Organizations

Offerings – We are uniquely positioned to offer

  • market research and sub-advisory management tailored specifically for environmental, social and governance (ESG) investing
  • investment banking capabilities for corporations seeking minority inclusion
  • trade execution and transition management services to institutional investors with diverse supplier mandates

Here is a sample of the minority-owned business certifications/designations we hold:

nyc                     minority                       suuplier                     wisc 

Workplace – It’s our commitment to maintain a healthy work-life balance and a positive working environment, while operating in a way that minimizes our global footprint.  To promote these efforts, we offer our employees a variety of benefits including unlimited paid time-off, telecommuting flexibility, energy-efficient and ergonomically-designed workstations and sustainability programs (conservation, recycling, etc.) to name a few.

Our Community – Partnering with Programs and Opportunities

As a participant in the financial services industry, we understand that in a rapidly evolving global market there is no better way to succeed than by investing in education initiatives, particularly with youths in minority and underserved communities.  We commend those programs that are dedicated to inspire, prepare and empower the underprivileged as well as offer equal access to opportunities to them.  In trying to make a difference on our part, we are actively involved through charitable donations and civic engagements with several local and national organizations, some of which are:

The community of foundation           pangea           toigo          

kennedy-king           boys-and-girls-club-of-america