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,...
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Leveraging technology to increase transparency & trust
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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2017 – 1st Quarter Letter – P&A Happiness Factors
The latest P&A quarterly letter to clients is available in PDF form. You can download it here. Topics include happiness quotient, client...
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