I can remember sitting next to a college friend of mine in a golf cart circa 2011 when we had a question on a golf ruling. Without hesitation,...
READ MORELeveraging technology to increase transparency & trust
by Jon Sevenker | Nov 27, 2018 | Client Services & Operations, P&A Articles
As of October 2018, we manage over $1.5 billion in assets for 600 clients from 29 U.S. states with a full-time staff of 12 people. To operate...
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