Visited with Davis Janowski, tech report writer for Investment News, to unvail Liberty on “Any Piece of Glass.” I think the article says it all. Who says David can’t slay Goliath! TD Ameritrade and Schwab may have billions in research and development, but we changed the game in the advisor industry with something that can not be duplicated – creative human capital.
Oct 2011 Investment Advisor Cover Story
CIO Magazine Award
