Wealth Management with Caring Service

Care and service is at the core of everything we do.

Graham Shirley

Graham has 30 years of experience in the wealth management industry. He has experience managing large money market funds to balanced mandate to alternative strategies for clients. At the core of Graham’s invest beliefs is a value strategy. Pending approval from the regulators, Graham will assume the role of CEO, Portfolio Manager (Advising Representative), and Director.

Radovan Danilovsky

Radovan is a student of the market. As a member of the investment committee he is involved in investment research and asset allocation. In addition to investing, Radovan has experience running the operations of a wealth management firm. Radovan is a Portfolio Manager (Advising Representative), Chief Compliance Officer and a Director.