Our origin story began on May 4th, 2020, during a global pandemic not seen in over 100 years. As our clients sought safety in both their assets and their health, we started using technology from the very beginning. We conducted a deep search for a custodial platform that allowed us broad access to well-known money managers, robust cybersecurity, and a client-first culture. We then integrated an institutional quality financial planning tool, along with cutting-edge portfolio accounting systems to provide our clients with elegant and deeply customizable reporting. Within six months, we grew our assets, people, and processes, with an average client size ranking in the top 10% of RIAs in the United States. Our first annual client survey achieved a 96% satisfaction rating across all areas of our firm.