We're a group of dedicated, financially seasoned individuals that subscribe to the concept of making you and your investment success our passion. We're not one of the big firms, and we don't want to be. That allows us the time to put you first, not "hitting our numbers." When you select Investperity to help steer the ship, you're one of us, not a passenger.
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Brett Richards founded Investperity with the vision to transform the investment industry, making prosperity a reality for more.
With decades of finance and investment experience, Brett is a people person who has the skills and expertise in advanced investing solutions.
"Our mission to help individuals and businesses achieve financial goals by simplifying the investment process."
Brett understands the complex field of investing and portfolio management and has the know-how to get things done. For Brett, the client is always the most important priority. Give him the challenging tasks, the ones that everyone else is struggling with, and he will get them done. He possesses a winning combination of reliable financial intuition and business sense.