THE PURPOSE OF THE MISSION & VISION:

Within the American system of Capitalism, are core principles of free markets and competition. At the heart of competition,  is a sense of fair play and equal opportunity. Currently here in the US and many places around the world, this is not the case. As you know billions of people around the globe need on-ramps because they are facing incalculable odds. Many start life without the proper resources necessary to live, much less to compete in a global economy. This truth, allows the establishment to entrench their positions by creating and overseeing systems that benefit the few versus the many. When so many are locked out, we hold the future of humanity hostage and put a stranglehold on our children possibilities. The future of humanity depends on our ability to provide access and develop systems that will benefit all citizens of the global community. 

We believe that God endowed each of us with inalienable rights and these rights include the ability to pursue happiness.  No one group or geographic location has the trademark on good ideas, concepts, or intelligent designs. We must cultivate an environment where the best ideas flourish no matter where the idea originated. 

Ultimately, our mission is to make a mark that cannot be erased, by removing the shackles that currently limit understanding, recognizing that capital is a tool that can be used to unharness the creative ability of the masses. We must invest in our forgotten ones and prove that over time social consciousness will be more productive and profitable than the current systems that benefit the few. We must work diligently in creating a meritocracy where character, beliefs, and ideas are the deciding factor. Not those same superficial measuring sticks that brought us to this point, where the entitled continue to fortify their destructive positions while perpetuating the narrative of the haves and the have-nots. The status quo is unacceptable; we must harness the power of capital, investment, innovation, technology, creativity and love to deliver us from this conundrum.

VISION:

To eliminate boundaries by challenging the status quo. To communicate effectively the unlimited potential that lies in each of us. To inform the world, by speaking, actions and deed,"that all things are possible for him that believes."

MISSION:

To create a group that will think creatively about risk management and investment. That will open up new avenues of thought in the financial services industry as well as challenge the old organizational structures of all industries; tapping into each member's creative abilities and synthesizing them for the good of the world. Changing paradigms, changing lives and changing the world for the better, ultimately making a mark that cannot be erased.

BUSINESS PRINCIPLES:

OUR CLIENTS’ INTERESTS ALWAYS COME FIRST.

Our experience shows that if we serve our clients well, our own success will follow.

PURPOSE-DRIVEN

Belief is at the core of all achievement. We respect and treasure the power of a shared purpose and vision. It allow us to endure in times of adversity, and allow us to never get to high when things are going well or get down when they are not. Life presents these different colors and shades that requires an intensity of believe and unflappable resolve. We believe deeply in the enduring human spirit and the possibility that lies in each of us. 

OUR ASSETS ARE OUR PEOPLE, CAPITAL AND REPUTATION.

If any of these is ever diminished, the last is the most difficult to restore. We are dedicated to complying fully with the letter and spirit of the laws, rules and ethical principles that govern us. Our continued success depends upon unswerving adherence to this standard.

OUR GOAL IS TO PROVIDE SUPERIOR RETURNS TO OUR SHAREHOLDERS.

Profitability is critical to achieving superior returns, building our capital, and attracting and keeping our best people. Significant employee stock ownership aligns the interests of our employees and our shareholders.

WE TAKE GREAT PRIDE IN THE PROFESSIONAL QUALITY OF OUR WORK.

We have an uncompromising determination to achieve excellence in everything we undertake. Though we may be involved in a wide variety and heavy volume of activity, we would, if it came to a choice, rather be best than biggest.

WE STRESS CREATIVITY AND IMAGINATION IN EVERYTHING WE DO.

While recognizing that the old way may still be the best way, we constantly strive to find a better solution to a client’s problems. We pride ourselves on having pioneered many of the practices and techniques that have become standard in the industry.

WE MAKE AN UNUSUAL EFFORT TO IDENTIFY AND RECRUIT THE VERY BEST PERSON FOR EVERY JOB.

Although our activities are measured in billions of dollars, we select our people one by one. In a service business, we know that without the best people, we cannot be the best firm.

WE OFFER OUR PEOPLE THE OPPORTUNITY TO MOVE AHEAD MORE RAPIDLY THAN IS POSSIBLE AT MOST OTHER PLACES.

Advancement depends on merit and we have yet to find the limits to the responsibility our best people are able to assume. For us to be successful, our men and women must reflect the diversity of the communities and cultures in which we operate. That means we must attract, retain and motivate people from many backgrounds and perspectives. Being diverse is not optional; it is what we must be.

WE STRESS TEAMWORK IN EVERYTHING WE DO.

While individual creativity is always encouraged, we have found that team effort often produces the best results. We have no room for those who put their personal interests ahead of the interests of the firm and its clients.

THE DEDICATION OF OUR PEOPLE TO THE FIRM AND THE INTENSE EFFORT THEY GIVE THEIR JOBS ARE GREATER THAN ONE FINDS IN MOST OTHER ORGANIZATIONS.

We think that this is an important part of our success.

WE CONSIDER OUR SIZE AN ASSET THAT WE TRY HARD TO PRESERVE.

We want to be big enough to undertake the largest project that any of our clients could contemplate, yet small enough to maintain the loyalty, the intimacy and the esprit de corps that we all treasure and that contribute greatly to our success.

WE CONSTANTLY STRIVE TO ANTICIPATE THE RAPIDLY CHANGING NEEDS OF OUR CLIENTS AND TO DEVELOP NEW SERVICES TO MEET THOSE NEEDS.

We know that the world of finance will not stand still and that complacency can lead to extinction.

WE REGULARLY RECEIVE CONFIDENTIAL INFORMATION AS PART OF OUR NORMAL CLIENT RELATIONSHIPS.

To breach a confidence or to use confidential information improperly or carelessly would be unthinkable.

OUR BUSINESS IS HIGHLY COMPETITIVE, AND WE AGGRESSIVELY SEEK TO EXPAND OUR CLIENT RELATIONSHIPS.

However, we must always be fair competitors and must never denigrate other firms.

INTEGRITY AND HONESTY ARE AT THE HEART OF OUR BUSINESS.

We expect our people to maintain high ethical standards in everything they do, both in their work for the firm and in their personal lives.

APPETITE FOR CHANGE

If it was easy, everyone would do it. While we don't know the future, we can begin the process of knowing ourselves: The strengths and weakness that make up our character. We will continue to pursue truth in all of its forms having the flexibility and the courage to change our minds and course when we are wrong and be humble when we happen to be right. Understanding, that the road to success is never without obstacles.

WHAT WE BELIEVE:

Here at Limitless, we believe that limits are an illusion and the only boundaries that exist are those that we set for ourselves. Man, the greatest of all creations, has unlimited potential. He is only bound by his limits and his boundaries. He is not restrained by the universe or God, but by boundaries and limits of his mind.

We also believe in the spirituality of business that dwells deep inside each of us; this is connected to the desire to do something great. When a group becomes connected and focused on one goal, when each individual's vision can come together under one idea, one mind, headed in one direction, then we have a synergy of thought and effort. Each must be willing, to focus all of their attention, energy and will towards the goal. Your ego must be taken out of the equation, only then can a group adopt a culture of truth. A place where the client is valued and their success are paramount. Understanding that the firm’s success is measured by our clients' success, they are interconnected. It is the spiritual alignment of true business. It lies in the comprehension that the firm and our clients' objectives are singular. Members of the same team, one failure on our clients' behalf affect the firm; a failure on the firm's behalf affects the clients.

 Every failure affects another, therefore; we are selective with whom we will align ourselves with, and we urge our prospective clients to be selective also. The same is to be said, on how we choose members of the firm. We set out to find the very best people for our clients. However, the goal is to find people whose vision aligns with the views of our firm. We are intently looking for creative and keen minds that are anchored by a strong and endearing character, this the first step in ensuring that we will always do the right thing because it is the right thing to do. Focusing all of our efforts on the continued success of our clients.

THE BEGINNING

At a young age, I had always been fascinated with business and the art of investing, and just how closely related to an individual’s perspectives and beliefs it could be. I saw it as a form of expression, as a way to communicate. No different than someone's cadence or style of dress or signature. I saw it as one may view a fingerprint; no two people have one precisely alike. Through proper strategy, planning and implementation one could introduce their ideas, concepts, and overall worldview. Speaking to others who view the world similarly and consistently finding other “like-minded” individuals.

My grandmother encouraged my philosophical perspectives and sparked me to speak up so that my voice could be heard. She would listen to me talk for hours and would ask me questions when she didn’t understand or thought that my ideas were unclear. I often looked at old newspapers to find stories about businesses and became intrigued by business models. I soon discovered that you could own a small piece of a company if you bought a stock.  I thought that was “so amazing.” I often would sit and think of what made one business successful versus one that wasn’t. I knew by the time I turned 11 years old that I would be a business owner, I wasn’t sure what business, but I knew that I was destined to be an entrepreneur.

My road to entrepreneurship started a year after graduating from Providence College with a Bachelor of Science in Business Management. I started my first business while pursuing a career as a professional athlete. To continue a career as a professional athlete, I lived in Europe for seven years this helped give me a broader perspective on people, business, and the global economy. This also took me away from many distractions and provided me with a great deal of free time. While there, I continued to read and study all I could on business, investments, and life. That’s when I first came across the book “The American Capitalist,” a book summarizing Warren Buffet’s life and business story, it captivated me and like the “Pied Piper” it hypnotically led me to the book “Intelligent Investor “and from there to “Security Analysis.” From there I continued to read everything I could on Life, Business, and Investment.

In 2008, while working for a large financial services company; the stock market was in the midst of the most significant decline since the Great Depression. The office phones were ringing off the hook with concerned clients, looking for guidance on their investments. Many of my co-workers were making themselves scarce, not wanting to deal with many of the client’s fears. However, I sat and answered as many phone calls as I could and listened to the clients' concerns and frustrations. I attempted to calm their frustrations and reassure them that brighter days were ahead.

On the way home that night, I begin to think about the things I heard from the clients. I thought about how I could provide a better quality service, but it needed to be a quality service that place clients first; that allow employees to put the clients’ needs above the firm’s. I knew I needed to build an organization that would think independently about investments. A group that naturally understood what true value investing was and what it could be. That night wasn't the beginning of Limitless Capital Management, but a culmination of a lifetime of experiences, thoughts, concerns, and frustrations with the financial services industry. A year later, in the basement of my home, I laid the foundation for what is now Limitless Capital Management.

My vision was to create an advisory business that, rather than focusing on investments alone, was intensely driven by the lifestyle of the client and the overall advisory experience. This unique approach, combined with the quality of the Limitless team, and the unparalleled service that we provide, proved to fulfill an unmet need in the marketplace. After years of hard work, I am now grateful and proud to offer clients the complete Limitless experience. We promise to continue to strive to provide the very best service and results that are possible.

MARCUS A. TURNER, PRINCIPAL