No conflicts.
No constraints.

Our founders, Trish Regan and Rob Hordon, spent decades inside the investment industry. They set out to build something better.

Aligned with your success

We want to make money for you—not off you.

Nobody tells us what to say—or what not to say.

No outside investors or lenders. No interference.

We are not paid to push other financial products.

Our only incentive is your investment success.

Trish Regan is a nationally recognized, award-winning financial journalist, anchor, documentarian, author and digital entrepreneur.

Creator and host of the daily livestreamed Trish Regan Show with over 80 million views per month
Highly rated anchor at CNBC, Bloomberg and Fox Business
Correspondent, columnist, Presidential debate moderator
Educated at Exeter, New England Conservatory and Columbia (BA, History)

Rob Hordon has been a successful research analyst, arbitrageur and portfolio manager over a multi-decade Wall Street career.

Responsible for more than a billion dollars of assets as portfolio manager at First Eagle and JOHCM
Drove creation and development of multi-asset Global Income Builder investment strategy
Educated at Princeton (AB, Politics) and Columbia Business School (MBA, Finance and Economics)