How to Work with Us

How to Work with Us

Whether you’re an experienced advisor or just getting started, we can help you grow your business through ESG investing strategies.

We offer advisors flexible arrangements. You can access our sustainable investment solutions and our expertise the way it works best for you.

Selling/solicitor agreement

Leverage our 30 years of investment expertise through a standard selling/solicitor arrangement.

Investment Advisory Representative (IAR)

Join our RIA and benefit from marketing, compliance and back office support, lead referrals, and production incentives.

Third-party platforms

Find our proprietary investment strategies on a number of leading third-party asset management platforms.

Business Development Associate

Bill Hairgrove

Bill Hairgrove

Vice President, Business Development


Contact our Business Development associate at or 719-478-7036 or contact a member of the team directly to learn more.