We are proud of the work our firm does through corporate citizenship, thought leadership, community service, and philanthropy. These efforts, partnerships, and philanthropic contributions are ongoing and a vital part of our every fiber. We are honored and humbled that our firm’s leadership and team members have received distinguished awards and recognition for our impact, contributions, stewardship, and service.
- Apogee Award presented by South Florida Business & Wealth (SFBW) for leadership, innovation, and impact
- Financial Services Company of the Year presented by the Miami-Dade Beacon Council (Greater Miami’s economic development agency)
- Stewardship Award presented by Global Investments Association (GIA)