We provide financial and investment services to a wide variety of clientele that consists of individuals and corporations, among whom we mainly serve seasoned business owners and real estate multi-unit property owners. The professions of the individual clients that we are currently serving include physician, attorney, pro-athlete, recording artist, law enforcement officer, politician, college professor, laboratory scientist, CPA, loan officer, Realtor, 500 fortune corporate executive & employee, engineer, and venture capitalist. The corporations that we serve span across high tech, retail, energy, real estate, sports & entertainment, manufacturing, and hospitality industries.