We are a future-oriented financial services company providing personalized financial counsel that enable businesses to prosper in any environment.

Our core attributes are Empathy, Innovation, Youthfulness, Agility and Technology & Knowledge driven.

Our empathy is born of the insight that a family business is in reality a business family first – the core belief of our group.

The tangible representation of this philosophy is the inspiration behind the new brand symbol. The interlaying weave of a nest has held our fascination for centuries, as a universal symbol of trust, protection and family, as well as the home of the golden egg that symbolizes wealth and continuity. This spherical infinity symbol lends movement and dynamism, representing infinite possibilities moving forward as your preferred partner in financial markets.

#CAL #CalFamily