Broker Check

Home Page

Registered Investment Advisor founded in 2015. The name comes from a fortress that to this day stands in the center of the city of Banja Luka. For centuries, the fortress provided stability and protection to the inhabitants of the city as they went about their lives, amid the often risky and turbulent times in the heart of the Balkans.

We serve the same purpose for our individual and institutional clients. Our sole focus is the careful and responsible stewardship of their wealth. Our mission is enabling our clients to successfully reach their own objectives.

We are held to the Fiduciary Standard and provide independent advice that is free of bias or conflict of interest and always driven by what is in the best interest of each client.

40 Grove Street
Suite 190
Wellesley, MA 02482

Phone: (888) 622-2285