Objective investing

Fair fees

Simplified process

Meet Our People

James W. Byrd

Founder and President
  • Forty-six years of experience, including positions at Continental Illinois National Bank, Kidder Peabody & Company, Shearson Lehman Hutton, Inc., and Robert W. Baird & Company.
  • Taught Finance and Accounting in graduate and undergraduate programs at Cardinal Stritch College.
  • Provided consulting services to health care and insurance organizations, and to trust departments of national banks.
  • Served two years in U.S. Peace Corps in Central America as Community Development Specialist.
  • Master of Management degree, specializing in Finance and Accounting, from Northwestern University and Bachelor of Arts degree, specializing in Spanish and Latin American Studies, from Carthage College.