Our Mission: To represent the sole interest of our clients by redefining independence.
Our Vision: To be a transformational organization viewed as the leader in our industry.
Our Values: Service – Put the needs of our clients, co-workers and community above our own Excellence – Always pursue perfection Humility – Demonstrate modesty, respect and introspection Integrity – Be honest and ethical in all circumstances Positive Attitude – Disposition of optimism and encouragement
“The Great Debate – Passive vs. Active Investing” CFA Society Orlando at the downtown Orlando Citrus Club. Mike Welker of AndCo Consulting moderated a panel that included professionals from both the active and passive side providing perspectives regarding both active and passive investment strategies.
Please click this link for “The Great Debate – Passive vs. Active Investing” presentation.