About Us

An independent, fee-only investment advisory firm.
Christopher Recker

Christopher Recker

Partner & Chief Investment Officer

Chris joined the firm in 2014. His prior experiences include employment at InterOcean Capital LLC, UBS O'Connor, New Millennium Hedge Fund, and Deloitte & Touche. Chris received an MBA from the Kellogg School at Northwestern University, a Masters of Public Policy (Economics and Finance) from the University of Chicago, and a degree in Engineering and Physics from the United States Military Academy at West Point.

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We've been serving investors for the last 20+ years, and we welcome the opportunity to talk with you. Contact Our Team