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WE DESIGN PORTFOLIOS TO MANAGE RISK IN AN IMPACTFUL WAY.

MANIFESTO

We aim to create a firm that we can take pride in. The first way we do that is to provide our clients with outstanding service and long-term results. Our purpose is to provide our clients with the best investment strategies for their particular life events and goals. We are advisors, investors, strategists, and a supporting cast for our amazing clients. We are a team!

VISION

We think about the investment world and investment management differently. We are dedicated to creating a forward-thinking, progressive firm where clients are our strongest asset and advocate. We leverage our creativity with technology to constantly improve upon our services and strategies. We want our clients to be a part of something great and we 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.

INVESTMENT MANAGEMENT

A safety-first approach to investing through our customized hedge fund strategies.

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PORTFOLIO REVIEW

We are here to give an unbiased second opinion on your current portfolio providing you with confidence to go forward in making those important investment decisions.

Get a Second Opinion

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