Mission, Vision & Values


To provide peace of mind by utilizing intelligent solutions so our clients can reclaim time, ensure accuracy and optimize value of their private asset holdings.

Our Niche:

Removing private asset management burdens through innovative solutions

Core Values:

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Our Address

Corporate Office:
6300 Ridglea Place, Suite 950
Fort Worth, Texas 76116-5704

Midland Office:
505 North Big Spring, Suite 401
Midland, Texas 79701

PO Box 470578
Fort Worth, TX 76147

Call Us

(817) 370-0612


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