About Us
Our Mission
At our company, we go beyond traditional investing—we are your trusted partners in building financial security and long-term prosperity.
Rooted in care and commitment, our mission is to empower individuals and families to grow their wealth, safeguard their future, and nurture the financial well-being of those they cherish.
Your journey is unique, and we recognize that no two financial paths are the same. That's why we take a personalized approach, carefully tailoring investment strategies that align with your aspirations. Our goal is not just to drive growth but to provide the security and peace of mind you deserve.
At the core of our philosophy is a deep belief in forging meaningful, long-term relationships. We treat your financial goals as our own, walking beside you at every stage of your journey. Whether you're planning for retirement, saving for your child's education, or pursuing a lifelong dream, we are here with expertise, integrity, and unwavering dedication.
We do more than manage investments—we help you shape a prosperous future.
Meet Our Team
Nathan Hayes
Chief Executive Officer
Nathan Hayes is a visionary leader and seasoned executive with over two decades of experience in the financial and investment sectors. Known for his strategic expertise and unwavering commitment to excellence, Nathan has a proven track record of driving growth, fostering innovation, and building high-performing teams. As CEO, he blends deep industry knowledge with a forward-thinking approach, positioning the firm as a leader in delivering sustainable, long-term value for clients and stakeholders.
Robert Caldwell
Chief Financial Officer
Robert Caldwell is a highly accomplished financial strategist with over 15 years of experience in corporate finance and investment management. As Chief Financial Officer, Robert oversees the firm’s financial operations, ensuring precision, transparency, and growth-focused decision-making. Renowned for his analytical expertise and ability to optimize complex financial structures, he plays a pivotal role in driving the firm’s profitability and long-term financial stability.
David Sinclair
Chief Investment Officer
David Sinclair is a distinguished investment strategist with a reputation for delivering innovative solutions in dynamic markets. With over 18 years of experience in portfolio management and asset allocation, he serves as Chief Investment Officer, leading the firm’s investment strategies and driving exceptional returns for clients. Known for his analytical precision and global market insights, David ensures the firm remains at the forefront of the investment industry.
Matthew Calloway
Chief Technology Officer
Matthew Calloway is a forward-thinking technology leader with over 15 years of experience in driving innovation and digital transformation. As Chief Technology Officer, Matthew spearheads the firm’s technological strategies, ensuring the seamless integration of advanced solutions to enhance efficiency and scalability. Renowned for his expertise in fintech and cybersecurity, he plays a critical role in positioning the firm as a tech-savvy leader in the investment industry.
Lucas Davenport
Venture Capital Associate
Lucas Davenport is a dynamic and results-driven professional specializing in venture capital and startup investments. As a Venture Capital Associate, Lucas identifies high-potential opportunities, conducts rigorous due diligence, and builds strong relationships with entrepreneurs. With a keen eye for innovation and a passion for fostering growth, he plays a vital role in supporting the firm’s mission to back transformative ventures and deliver exceptional returns.
Emily Thornton
Investor Relations Manager
Emily Thornton is a skilled and personable Investor Relations Manager with over 10 years of experience in cultivating strong relationships with investors and stakeholders. Known for her exceptional communication and strategic insight, Emily ensures transparency and fosters trust between the firm and its clients. Her expertise in financial reporting and client engagement plays a key role in driving the firm’s reputation for reliability and integrity in the investment community.