Organic Growth.  One concept consisting of two elements: existing client referrals, which are a significant contributor to growth that can be enhanced over time, and digital marketing with a focus on thought leadership, which raises the broader awareness of our partners across their markets and specialties.

We know that a happy, well-served client is more likely to refer their friends and family to our partners. To be well served, we must focus on each aspect of the client experience and constantly work to improve it. Our belief is that if we continuously strive to better serve our clients' planning and investment needs and respond to their feedback regularly, we will not only have happy clients but true advocates of our partners. Advocacy translates into client referrals. We use tools like net promoter scores and feedback from team members to continue to refine our client experience.

Many investors can attest to the challenge of understanding current events in the context of investing when there are countless, often conflicting views. While we don't profess to have all the answers, we do have a very deep roster of experts: within our team, with our partners, and with hand-selected specialists in the fields of economics, strategy, and quantitative and fundamental research. With this expertise at hand, we are able to make sense of many of the issues facing investors today and screen out much of the noise. It is with that perspective that we strive to be thought leaders in the investment and wealth management world. We disseminate this viewpoint through our digital marketing strategy, which is intended to effectively reach the investor audience that we serve. By standing out in a crowded field, we believe we will continue to attract a growing number of investors and wealth/financial advisors that have confidence in our expertise and approach to investing.