Founder, Chief Investment Officer

Carl K Williams, CFA®

with over a decade of experience in the investment business and has acquired unique knowledge through thousands of hours of research and collaboration. Because of the fact that Carl has held positions at firms with Investment, Banking and Insurance foundations, he is intimately familiar with the challenges Investment Fiduciaries face when it comes to weeding out the noise to maintain true scale and efficiency with their investment service.

Carl earned the prestigious Chartered Financial Analyst (CFA) designation in 2016 and frequently draws upon a vast network of other CFA charterholders and industry thought leaders to stay ahead of the competition with regards to market evolution and industry trends.