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We're Different

Most financial advisors are pretty much alike.  They offer the same "plain vanilla" investment management services, and charge the same 1% fee.  Not us.

Our portfolios are different.  Our fee structures are different.  Our background and experience is different.  And our business philosophy is different. 

What Sets Us Apart

Exceptionally diversified investment strategies. Our portfolios are much more diversified than is typical, with many more asset classes included. Some of our portfolios further reduce risk by hedging long positions with short positions.

Focus on client portfolio growth, not firm AUM. Our focus is on investment performance, not gathering assets. Success to us is doing a great job for the clients we already have, not getting new ones.

Money invested alongside clients. Our personal invested assets are in portfolios that are identical with our those of our clients. When they do well, we do well.

Performance-based fee offered. For some of our strategies, we are willing to manage portfolios for no asset-based fee at all. Instead, for qualified clients, we offer a performance-based fee that further aligns our interests with those of our clients.

Asset-based fee as low as 0.50% available. Our objective is to add more value in returns that we charge in fees. So our fees are scaled according the the alpha that we expect to earn, starting at .50% per year for our Custom Core Portfolios.

Portfolios of over $10 billion managed. Our Chief Investment Officer spent most of his career as an institutional money manager at large organizations with sophisticated clients and very large portfolios. He has managed funds of over $10 billion.

Previous five-star mutual fund manager. Our Chief Investment Officer was awarded a five-star rating by Morningstar for a mutual fund that he managed. Only the top 10% of funds are awarded five stars.