4.0
Jan 23, 2013
Former employee, more than 5 years
Saint Louis, MO
Recommend
CEO approval
Business Outlook
Pros
Not publicly held, so they tend to go against the flow to take advantage of business opportunities at the most advantageous times. Great limited partnership opportunities. Great training.
Cons
Niche is "mom and pop" investors, which they do better than anyone. However, that fact limits their products and solutions somewhat.