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WE DESIGN PORTFOLIOS TO MANAGE RISK IN AN IMPACTFUL WAY.

MANIFESTO

I aim to create a firm that we can all take pride in. The first way to do that is to provide our clients with outstanding service and long-term results. My purpose is to provide clients with the best investment strategies for their particular life events and goals. 

VISION

I think about the investment world and investment management differently. I am dedicated to creating a forward-thinking, progressive firm where clients are the strongest asset and advocate. Leveraging our creativity with technology to constantly improve upon our services and strategies is our difference. I want clients to be a part of something great and I strive everyday to live up to that intention.

Mission:

To educate, invest, and strategize alongside our clients to reach every milestone of their journey through life and beyond.

Portfolio management & Design

A modern, safety-first approach to constructing portfolios using our Modern Portfolio Design (MPD) technique.

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PRIVATE INVESTMENTS

We provide our clients with access to entrepreneurs across the lifecycle of their businesses who are tackling big problems and shaking up industries through our relationship with established VC firms.

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ESTATE PLANNING

As a former litigation attorney, our President & CIO is able to work seamlessly with a select few highly respected attorneys to provide our clients with outstanding estate planning advice.

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If you find yourself on the side of the majority, it is time to pause and reflect.

Mark Twain