One of the Institute's Founding Innovator members - socially responsible investors Pekin Singer Strauss Asset Management, managers of the Appleseed Fund (APPLX, APPIX) - asked us to get the following alert and CALL TO ACTION on a new pro
"As value investors we put a high value on a historical track record of financial success, but this can’t be done without a view of the future." Steve Scruggs, Queens Road Funds
"An Operational Due Diligence review is best constructed in layers, rather than as a checklist driven pass/fail exercise." Scott Nussbaum, Cross Capital
"It is important to closely follow regulatory trends, both here & abroad, and compare notes with other industries & more innovative companies with similar compliance challenges to find best practices." - Don
"What is certain is the continuation of technological advancement in hardware, software, and artificial intelligence is going to accelerate, not slowdown" - Bill Trigleth, Cannon Financial Institute
"Our technology is not supplanting the advisor’s historical relationship, we’re in fact enhancing it. We’re not a robo product, we’re a bionic advisor product." JeremyFloyd, President & CEO, Finworx
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