Who We Are

Just about the best people you could ever hope to work with. We have fun, we take really good care of our clients (seriously, we’ve never had one leave us), we share a couple of meals a week together, and we truly love what we do. As a boutique investment firm, we have truly redefined the wealth management experience and we strive to prove that every day to our pre-screened, sometimes famous, clients.

What We Are Looking For

Someone awesome who is ready to make a difference in the world. We don’t care about your education (we’ll train you), we don’t care about where you have worked, and we don’t care if you were born a silver-spooner or dirt poor. What we do care about is your personality, goals, computer skills, grammar, and ability to keep information confidential. One of the mottos in our office is “only servants go to heaven” so if you aren’t the type of person to put others ahead of yourself, or pick up trash from the sidewalk, you probably aren’t going to be a good fit.

What You Will Be Doing

Ehhh a little bit of everything honestly. Managing client accounts, editing websites (we’ll teach you!), proofreading documents, answering phones, representing our brand at events, creating promotional items, and all sorts of other stuff. Our primary business is investment management (surely you know this from looking around our website by now) but we also own several other companies ranging from healthcare to brand management to real estate and that doesn’t even include all of the things we do to assist the vast array of businesses that our clients represent. If you are a quick learner, like change, and have an entrepreneurial attitude, you’ll fit in great.

How To Apply

1. Answer the questions below

2. Attach your one-page resume (no cover letters, no typos)

3. Wait for a text or email from our team