Putting our clients first since 1986
For more than three decades, we’ve helped individuals and institutions grow, protect, and manage their wealth with integrity and innovation.
Philosophy
We believe long-term success comes from disciplined investing, transparent partnerships, and putting our clients’ goals at the center of every decision.
History
Since 1986, we’ve built a legacy of trust — growing from a small brokerage firm into a global investment partner serving thousands of clients worldwide.
Culture
Our culture is built on expertise, collaboration, and an unwavering commitment to financial excellence and client empowerment.
Trust the Professionals
We are a team of passionate, forward-thinking professionals constantly exploring new ways to make investing smarter, simpler, and more rewarding for independent investors.
President
Tom Jessop
Tom leads with a vision of innovation and integrity, driving our mission to make investing accessible, transparent, and rewarding for everyone.
Director
Mark David Flaherty
Mark provides strategic and administrative support to the executive team, ensuring seamless coordination and operational efficiency across all departments.
Director
David John Gallagher
David provides strategic leadership and direction, driving the company’s growth through innovation, integrity, and a deep commitment to client success.
Director (COO)
Michael Patrick O’Reilly
Michael oversees the company’s daily operations, ensuring efficiency, compliance, and excellence across all departments while maintaining a strong focus on investor satisfaction and sustainable growth.