I looked at them about a year ago when doing due dilligence on independent platforms. They are the independent arm of Stifel. The organization and platform seemed solid. Particularly for meat and potatoes business. Howewver, they didn’t seem tremendously committed to the independent channel, or at least weren’t putting much effort into it. They also weren’t a good fit for my particular business model which orients around a discretionary portfolio model. They didn’t make my first cut, and I did not visit the home office, etc. Hope that helps.

web site looks kind of thin

Thanks guys. Yeah, based on the crap website, I wouldn’t consider it.