“I founded this firm with a simple but powerful belief: that equity management should be a force for clarity, confidence, and meaningful progress. In a world full of noise and volatility, investors deserve more than just performance—they deserve purpose. Our vision is to redefine growth by blending innovation with integrity, and by building strategies that reflect not only where the markets are going, but where our clients aspire to be. We’re here to guide, to empower, and to grow together—because true success is measured not just in numbers, but in the lives, we help shape.”

— Derrick Conrad

Annual meeting 3/6/2026 to discuss vote on CFO