5500 Frederica Road
St. Simons Island,
In 1742, the British and Spanish forces clashed at Bloody Marsh on St. Simons Island and Georgia's future was decided. The troops marched from Fort Frederica, an outpost designed to protect the families who traveled from England, Scotland and Germany. The fort, its palisades, and ramparts were built to provide protection from the enemy and storms of all kinds.
Our firm is born from that history.
We designed our firm much like the garrison at Fort Frederica. With different backgrounds and experiences, we collectively work to protect and grow wealth for our clients.
Our partner is BCG Securities. BCG Securities is a national independent broker-dealer with over 50 years experience. They provide big firm resources with a boutique firm feel.
Pershing, LLC provides our custody, clearing and trading. Pershing, LLC, a BNY Mellon company, works behind the scenes of BCG Securities, providing us with an integrated, multi-currency clearing and execution solution and a full range of financial solutions and services.
Please contact us if you have any questions about our firm, our principals, or the range of services we provide.