Building a future together

Jarvis is the proprietary software system we use in house as a key component of our investment research process.
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The new dynamics of investing
Choosing smart investment opportunities

Jarvis, our in house securities evaluation platform, helps you to grow your wealth.
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Jarvis™ Newsletter: December 10, 2021

Taking Advantage of Market Volatility with End of Year Strategies

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Jarvis™ Newsletter: December 3, 2021

Growth Sell-Off Continues; How We Spot Opportunities in the Carnage

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Jarvis™ Newsletter: November 26, 2021

Markets in Turmoil, How Best to Respond

Investment Research

Jarvis is a premium Investment Research platform to locate and evaluate actionable and investable investment ideas.
  • Create Custom Portfolio to track fund weekly
  • Access our library of Research Reports
  • View Securities Video Reports, Investor Educational Content, Fortune Makers Events
  • Investment insights and advice on our weekly podcast, "Left Brain Thinking"
  • Rank the securities based on Jarvis's custom algorithms
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We have always done things
a little differently here

We have grown our business on a set of three building blocks: enjoy the people you work with, have fun, and do great work.
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President & CEONoland Langford

Noland has been in the investment industry since 1999. Noland is responsible for building and preserving wealth for his clients and their families.

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Director of Research/Investment AdvisorBrian Dress

Brian has 15 years of experience in the investments industry with analytical investment research, trade execution, and idea generation expertise.

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First Vice President - InvestmentsFreddy Garcia

Freddy has been working in the financial services industry for twenty years, and has spent the last ten years specializing in working with high net worth families.

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Client AssociateDelChina Thompson

DelChina specializes in project management, optimizing operational efficiencies, and strategy development. S resides in Naperville Illinois.

Creating Wealth
We transform your business from the people to the processes.
Building Wealth
We plan, build and deliver technology to solve problems.
Preserving Wealth
We define your digital strategy and make marketing work.
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Securities Evaluation

Jarvis helps us make investment decisions through the following.

Identify Trends

Both in share prices and in the underlying businesses

1,000 stocks

The system follows nearly 1,000 stocks.

500 bonds

The system follows nearly 500 bonds.

300 ETFs

The system follows nearly 300 ETFs.
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