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, leadership, and team members have been recognized and distinguished for our impact, contributions, stewardship, and service.
- 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)