We serve those investors desiring to “stay rich” but want to earn more income than what CDs and money markets offer. Looking for an experienced partner to sift through the $4 Trillion Municipal Bond Market, where prudent Americans have stored and protected their wealth for generations? Looking to avoid the pitfalls of mutual funds and ETFs? We deliver predictable tax exempt income through municipal bonds for ordinary Americans through our process of “Buy Wholesale, Sell Retail.” We exploit the inefficiencies of this asset class which finances over 2/3 of our nation’s infrastructure. In addition, we also serve as a sub-advisor to RIAs allowing them to strengthen & differentiate their practice by offering their valued clients the benefits described above.