Our People

It requires team effort to bring a big idea to life

Committed to finding process improvements and providing mutual fund clients with greater value our founders, Paul Morford and J. Glenn Butt, spent considerable time and many years working within dealerships and closely with advisors. As such, they became intimately familiar with the issues and pressures facing dealers and advisors in this ever increasingly competitive environment. The founders have built a team that shares their dedication and commitment. Knowledge and understanding of advisor issues, including the constraints on their growth, are factors leading to an innovation that replaces an old business model. Ours is a new model that better serves advisors and clients in this new world.

Our Team

Alan W. Bak

P.Eng, MBA - Director of Information Technology