SEC (Securities and Exchange Commission) Registered Investment Advisor
CFTC (Commodity Futures Trading Commission)
FINRA Regulatory Compliance
Client assets are independently held with top-tier banks, including J.P. Morgan and Goldman Sachs.
Enjoy FDIC protection ($250K) and SIPC protection ($500K), ensuring security from systemic risks.
SEC Registered Investment Adviser (RIA) and CFTC Registered Futures Commission Merchant (FCM).
Core team from NARI Solar, bringing deep expertise in energy industries and energy market investment strategies.
Independent asset management with top-tier banks, FDIC and SIPC protection for client assets.