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 values-aligned investing strategies.

We offer advisors flexible arrangements. You can access our values-based 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.