Our Story, In His Words
Meet Ian Ratner
"After 24 years of consistent client success and growth, I feel like we're just getting started."
Meet Ian Ratner
Built from the ground up, rooted in a foundation of collaboration, collegiality, and authenticity.
24
Years of Successful
Growth & Client Service
$600M+
In Professional
Services Provided
5,000+
Successfully
Executed Matters
200
Team Members
Across North America
Our team of seasoned professionals, with deep industry expertise, provide sophisticated solutions in a transparent, independent and collegial manner, putting clients and their success first.
Transparent
We operate with clarity and honesty, ensuring clients always understand the ‘why’ behind every decision and the path forward.
Independent
Free from outside influence, we make decisions based solely on what’s best for our clients—always.
Collegial
We foster a culture of mutual respect, where ideas are shared openly and success is built together.
Sophisticated
We bring depth, nuance, and precision to every solution—delivering refined strategies for complex financial challenges.
The Power Behind
Your Progress
