HISTORY

With excess of twenty years of experience in managing the wealth of affluent clients, eleemosynary organizations and private trusts, we concluded that discerning clients deserve a firm exclusively dedicated to executing their wealth management needs - one that dynamically provides independent advice, rigorous analysis and exceptional service. Draughn Partners was created to fulfill that need by providing our clients access to financial direction based on the following: independence, collaboration, service, and innovation.

Independence
Draughn Partners stands for true independence, where it is possible to render objective, un-biased advice. As independent advisors working in the sole interest of our clients, we can ensure that their interests consistently come first. We adhere to the responsibilities of a fiduciary and the Advisors Act of 1940.

Collaborative Alliances
Draughn Partners is not subject to any single proprietary method or menu for achieving our clients' objectives. We search for rational solutions that are effective and responsive to client need. Our discipline demands that we continually seek the answers that maximize value for our clients. We develop professional alliances with firms that add additional depth.

Draughn Partners provides service for a flat fee and does not participate in soft dollar arrangements or other forms of compensation from outside vendors.

Client Service
Our professional wealth management services include attention to detail and a sincere dedication to delivery. By first aligning our interests with those of our clients we avoid inherent conflicts of interest associated with today's asset management services.

Innovation
Recent consolidation of the financial services industry has been dramatic and has created mega-financial institutions that offer generic one-stop shopping to private clients. Draughn Partners, through a combination of technology and intellect are able to offer clients an investment process that is held to the highest professional standards. This application of technology and use of open platforms allows an environment to exist that economically supports the feasibility for a smaller firm to offer parallel services.

Draughn Partners provides the security and sophistication of a large firm combined with the personal attention and objectivity of a small firm.

Draughn Partners applies a no-nonsense, focused investment process. Through innovation we effectively compete with larger institutions. We do so by being small and responsive to our investors.