We are a family owned company, built on trust and experience. Our company was formed around the simple idea that an investment firm should be managed for investors, by investors. Our core principles are the dedication to providing clients with solutions tailored to their specific objectives, belief that investment opportunities are based on individual companies, not the markets and our commitment to invest alongside our clients. Founded in 2004 by experienced investment professionals, we are passionate about what we do.
In recognition of that, Joseph P. Biondo was ranked by Barron’s magazine as one of the Top 1,200 Financial Advisors in America. He received this recognition because of the enduring one-on-one relationships he and our employees have with our clients. Measures used to determine the Barron’s rankings included: assets under management, client satisfaction and retention, community involvement, regulatory records and the quality of the advisor’s practices.