Jim Graven founded the company in 1991 in Colorado Springs, Colorado. Having completed a successful seventeen years with investment sales and service he was determined to build an organization committed to the well-being of its clients. The commitment to clients is the same today as it was in the beginning; "we pledge to act as a seamless extension of your organization."

To carry out this commitment we need to learn a great deal about you, your products, your services, and the way you conduct your business.

We impart that knowledge to our highly competent employees and management continues to follow up with effective efforts to insure there is no compromise in your desire for quality sales and service.

This is our commitment to you our client, and it reflects in the positive difference we will make in the management of your program, the account representative who makes contact with your customers, and the interactive service you receive from your account manager.