Our Team

Meet The Team

President, AIF®

Client Relations Specialist

Vice President & Financial Advisor

CFA®, Chief Portfolio Manager

Data-Driven Decisions for a Lifetime of Impact

Serving academic and scientific intellectuals nationwide, rooted in precision.

How We Can Help?

Charting Your Financial Path With Precision

Featured
Delegating Financial Tasks to An Advisory Team: Enhancing Mental Health and Working Well in Higher Education
Amritpal Singh
Amritpal Singh

We all know that juggling too much can lead to burnout, especially when you’re trying to balance work, family, and everything in between.

Amritpal Singh
Love, Money, and Everything In-Between Navigating Finances with Your Valentine
Amritpal Singh
Amritpal Singh

In the spirit of Valentine’s Day, let’s talk about a relationship topic that’s less about roses and chocolates, and more about cents and sensibility: managing finances as a couple.

Amritpal Singh
The True Value of an Advisor
Amritpal Singh
Amritpal Singh

Over my career, I have been asked and often tried to prove my value as an advisor to my clients. When I was younger, I used to subscribe to the notion that our ability to outperform the markets by better stock picking or performance was the actual value.

Amritpal Singh