Securing and Growing Family Savings Through Customized Investment Strategies

Curated selection of equity and event-driven investments, paired with a clients-only newsletter for real-time explanation of the investment rationale. These ideas will range from value stocks, real assets, consumer monopolies, and thematic bets, and in all cases we want ourselves and our clients to understand what we own and why we own it. Additionally, this portfolio will aspire to minimize correlation with standard index-based allocations.

These are your set-and-forget portfolios – simple ways to get balanced market exposures. These portfolios are comprised of ETFs, so there’s typically no obligation to report them to your government or financial industry employer.

We actively cultivate investment opportunities for our clients. These include funds and SMAs managed by others, illiquid strategies, private businesses, venture capital, and anything else that we don’t offer directly. When we want to allocate to an area where we don’t have expertise (which is much of the time), we seek expert managers in that area.

Beyond the investment realm, we aspire to support our clients in making gains on broader measures of well-being such as physical health, social connections, and freedom to spend our time as they choose.