5.0
May 11, 2015
Great Family Office Environment
Current employee, less than 1 year
Elkhart, IN
Recommend
CEO approval
Business Outlook
Pros
Branch is able to retain relative autonomy and the company is still small enough to stay flexible and move quickly. HR, Compliance, and the Tech Help Desk are genuinely friendly and helpful...top notch equity research
Cons
Needs more structure for training - especially new FAs if to bring in more assets...but that will come with time and can have its own downsides...