Came against my better judgment because a colleague wouldn't stop talking about them, but honestly I'm still on the fence. The team knew their stuff when we finally got to sit down and discuss investment options, very knowledgeable people, but the whole process took forever and communication between departments was poor. Waiting around for follow ups and callbacks became a pattern which frustrated me because time is money in this business. They're solid at what they do but the experience itself left me tired, not sure if I'd recommend them just yet.
