Our five managing partners have over 100 years of professional institutional investment experience and over 80 years of personal experience as clients of other wealth management firms, so we understand the importance of advising and investing not limited by the inertia and bias of the ordinary. We created Transcend in 2019 so that we could step outside the conventional approach, and broaden our perspective, offering, and service to open opportunities.
We align our interests as well as our investments with yours. As fiduciaries, we invest in the same strategies you do. And as employee owners of our firm, we take a vested interest in making sure we do right by you. Our advice is aligned, always.
We abide by the corporate values of Fairness, Accountability, Integrity, Transparency, and Honesty. We look to create value for you in all we do.