WHO WE ARE

OUR VISION

Connect investors with opportunities that will enhance their financial future, their communities, and their lives.

We accomplish this by combining thorough analysis with meaningful partnerships and by never losing sight of our core values.

OUR MISSION

To provide investors at every level the opportunity to enrich their legacy through thoughtful investing.

We believe in the power of connecting networks, and work in partnership with communities to source, develop, and unite a diverse ecosystem of businesses and investors.

OUR CORE VALUES

Stewardship

We invest responsibly and seek to impart value in every transaction with our investors, partners, and stakeholders.


Compassion

We strive to create innovative pathways to wealth by understanding the needs of communities and by providing them with meaningful investment opportunities.


Growth

We continuously learn and adapt to remain flexible and adept; we are resilient problem solvers.


Dedication

We are mission-driven and steadfast in our vision and values.


Community-Orientation

Both internally and externally, we are devoted to building prosperous communities by providing achievable access to a better financial future.

OUR TEAM

Our first official business meeting was held in a local Seattle coffee shop. We have grown considerably since those early days but we still like to hold meetings in local establishments. Being active members of our communities has helped us to discover new investments, develop lasting friendships, and find new ways to give back to the communities that have given all of us so much.