Office (918) 582-9823

233 S Detroit Ave #100 Tulsa, OK 74120

Our Mission & Values

The Fiduciary Standard:

As a Registered Investment Advisor (RIA), we act as a fiduciary for all client accounts. This responsibility demands the highest standard of care and accountability. There are five core principles with which we adhere to:

  • • Put the client’s best interests first
  • • Act with prudence, that is, with the skill, care, diligence and good judgment of a professional
  • • Do not mislead clients--provide conspicuous, full and fair disclosure of all important facts
  • • Avoid conflicts of interest
  • • Fully disclose and fairly manage, in the client’s favor, unavoidable conflicts

Quarterly Brochure and Disclosures:

Download Quarterly Brochure
Download Privacy Policy

Contact Us or Meet Us In Our Office:

Address

233 S Detroit Ave
Tulsa, OK 74120

Phone

(918) 582-9823

Our Team of Experts

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David Poarch
Managing Partner

David Poarch is a Registered Investment Advisor and Managing Partner.

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Brett Kramer, CFA
Managing Partner

Brett Kramer is a Registered Investment Advisor and the Chief Investment Officer.

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Joel Kantor
Partner, Financial Planner

Joel Kantor is a Registered Investment Advisor and past Certified Financial Planner designee.

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Aimee Boyer, J.D., CFP
Financial Planner/ Portfolio Manager

Ms. Boyer is a Registered Investment Advisor and joined the firm in 2011.

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Robert (Toby) Moore
Financial Analyst/ Trader

Mr. Moore is a Registered Investment Advisor and has over 20 years experience in the investment industry.

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Tom Hayes
Financial Advisor

Mr. Hayes is an Investment Advisor with over 39 years experience in the financial industry.

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Jochen Talmon
Financial Advisor

Mr. Talmon is a Registered Investment Advisor.

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William Shieh, CFP
Financial Advisor

Mr. Shieh is an Investment Advisor with over 10 years experience in the financial industry.

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