“Even though we’re an investment firm and Rare Bird is a creative marketing firm, turns out we had more in common than you might think. Rare Bird does what we do when we first sit down with a client — listens. Asks questions. Finds out what our goals are and …

“People come to us to commemorate some of the most important milestones of their life – engagements, weddings, anniversaries, births, graduations, promotions. Our business is really about celebrating life! We recognize this unique aspect of what we do, and so does Rare Bird. Their mastery of technology, marketing and understanding …