We have a strong investment team and use Black Diamond for return generation and portfolio reporting. Our team members are CFA Charterholders with extensive investment background. Almost all of the assets under management are managed in-house with trading done at our custodial brokers. Our track records are multi-years and the firm is GIPS compliant firm. We work with institutional clients, as well as Family Office and HWN individuals on entity, trust and retirement accounts. Almost all clients have been with us since the firm's inception. Client retention ratio is very high. We would be interested in discussing opportunities with firms with revenue generated mostly from fee revenues and have a fixed income and credit investment focus. ___ ___-___-____.