Investment Banking and Institutional Brokerage Since 1993
We take pride in being recognized as a fully accredited Women’s Business Enterprise (WBE) by the National Women’s Business Enterprise Council, the Empire State Development’s Division of Minority and Women’s Business Development for New York State, the North Central Texas Regional Certification Agency, and various other state agencies throughout the United States.
Since 1993, through this designation, we offer a unique capability for government entities, public corporations, insurance companies, and non-profits to fulfill their regulatory requirements, board mandates and fiduciary obligations that are specifically intended to recognize and support women business owners who seek nothing more than the opportunity to compete (and excel) in business while creating jobs and positively affecting their local communities.
Diversity and Inclusion Through Leadership and Advocacy
As a qualified minority-owned broker dealer, we are committed to helping advance the diversity and inclusion goals embraced by public plan sponsors, issuers of corporate, federal, state, and municipal market securities, and investors. institutional
We have worked with and continue to support a broad array of public company corporate treasury teams, municipal debt issuers, and the financial industry’s buy-side and sell-side. We understand that how we perform today will affect legions of future women business owners so our corporate ethos is defined by hard work, integrity, leading from the front, a commitment to excellence – and performance for our clients, employees, and community.
A Certified Women’s Business Enterprise (WBE) Since 1993
Certified WBE’s are among the fastest-growing sector of our economy. By working with a woman-owned business, government entities, public corporations, insurance enterprises, fund management concerns and non-profits show their commitment to working in diverse markets and furthering economic growth in local communities.
Our core competencies include investment banking services for debt and equity capital market transactions and better execution for institutional clients focused on domestic and international equities and fixed income products.
Putting clients at the center of everything we do, our motto is:
Serve First. Serve Last. Serve Always.