We are highly experienced capital markets professionals with significant domain expertise.
We met years ago while raising and deploying capital into the secondary market for in-force life insurance policies.
Our mission is to disrupt and repair the life settlement distribution channel for the benefit of policy owners and the fiduciary advisors who serve them.
We commit to upholding the integrity of our client firms while providing bespoke service to their advisors.
In business, as in life, honesty and treating others as we want to be treated is not just the right philosophy, but one which also yields optimal commercial outcomes.
Consistently honest interactions and transparent exchanges of information are the foundation of properly functioning markets that benefit all participants.
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"Our service gives advisors a highly differentiated value-add that will soon become an essential part of financial planning hygiene. Doing well by helping others do what’s right is exciting."
“Our clients are among the very best at what they do. We are humbled by their trust and strive to earn it every day. But most gratifying of all, are the results we get for their clients.”