Our mission is to become the leading distributor of innovative investment products through financial advisors, with the primary focus on the investor.

Who We Are

S2K Financial is a registered broker-dealer wholesale distributor of investment vehicles and funds, structured as registered securities or private placements. We were founded by leaders representing a diverse cross-section of the industry. Through our deep relationships, we will act as a conduit between asset managers and a nationwide network of third party independent broker-dealers and registered investment advisors that serve retail investors. We expect to grow the industry by bringing new and innovative investment opportunities to market from a broad selection of managers across multiple sectors.

Each investment product we bring to market will support our mission to:

Treat investors with ethics and integrity
Make preservation of investor capital a paramount objective
Address and lead the evolution of industry fee structures
Maximize risk adjusted returns to investors

Why

At S2K, our business platform is focused on innovative product structures and institutional-based investment opportunities for investors. We will embrace the important and evolving industry changes in the offerings we distribute through effective duration, size and diversification.

Duration
Size
Diversification