The core values of integrity, fair dealing, and professional excellence are instilled throughout our Business Principles and express how we intend to conduct ourselves when representing your business.
In our role as advisor, we enable companies to raise capital to strengthen and grow their business. As risk manager, we ensure that the payback structure is affordable and well-suited for their business. As syndicate partner, we share the risk, investing side-by-side with industry-leading wholesale providers.
We strive to exceed our clients’ expectations and competitor’s capabilities, which led to our introduction of in-house underwriting, on a retail level. By implementing a team of in-house underwriters, we’ve been able to identify and blueprint thousands of underwriting guidelines and risk points associated with over two-dozen of the nation’s top lenders, allowing us to compare potential offers, without actually applying for them.
As each of their guidelines evolve, so does our proprietary software, ensuring that we effectively deliver the cheapest cost of capital, as it becomes available, in real time. All while maintaining the integrity of your personal credit and confidentiality of your financials. By doing so, we enable our clients to seamlessly navigate the alternative money market, retaining wholesale pricing at a retail level, with the guidance of an experienced advisor every step of the way.