About Us

Our Clients

We are fortunate to have clients that value our time-tested strategies, dedicated service and mission alignment.

Consultants: We provide local and regional Consultants and many Wealth Advisors with best-in-class, actively managed equity and fixed income strategies.

Corporation: We work with Corporate Executives including CEOs, CFOs and CIOs to set investment guidelines, manage pension and retirement plans to them and their employees, and address cash management and structured product needs.

Families: We work with individuals and their families to achieve lifetime financial goals. From educational and retirement, we are committed to providing the best service and solutions over lifetimes.

In addition to owning a seat in Amman Stock Exchange and being licensed By Jordan Securities Commission (JSC) to offer BROKERAGE SERVICES, additional licensing terms were met thus enabling the company to present Margin Trading, ASSET MANAGEMENT SERVICES and FINANCIAL ADVISORY SERVICES to its’ clients .