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Our Mission

Build client’s capital through independent expansive thinking supported by strong analysis, execution and management.

Our Approach
The firm has been designed to achieve this goal through the combination of two focus areas, Wealth Management and Private Equity.
Wealth Management
Designed to aid the client with tailoring their financial architecture, aid in the administration of their wealth and provide an avenue to manage financial assets.
Private Equity
Provide an avenue to create and service alternative investments designed for both our wealth management clients and external partners.

We are passionate about creating and delivering exceptional returns through unique opportunties.

Keith Lenger - Founder

By the numbers

2004

Company Founded

225+

Transactions

$22M+

Transaction Volume

190

Units Managed

$1.7M

Yearly Rent Managed

10

Staff

The Team

Executive Team

Keith D. Lenger

CEO

Steven K. Hendrickson

Vice President
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