Accelerator/Incubator
Ooltewah, Tennessee, 37363
We are an independent firm serving individuals, retirees, small businesses, and nonprofits. As an independent registered investment adviser firm, we are legally obligated to adhere to the fiduciary standard. The fiduciary standard states that we must always act in the best interest of our clients. We believe in taking it a step further and are committed to our three core pillars by which we operate: integrity, excellence, and generosity. We believe investing should be about a lot more than just simply making more money. We believe investing should be about a lot more than simply making money. We believe in investing with a purpose. Our mission is to help those we serve to understand the principles of good stewardship and partner with them to reach their God-given potential. As apart of this mission, we as a firm are committed to generosity and contribute a portion of our revenue directly to local and global charities, ministries, and nonprofits.
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