We wouldn’t tell you to invest in anything we wouldn’t invest in ourselves. We believe in what we do. That’s why we invest alongside our clients.
Furthermore, we offer a performance-based fee schedule for accredited investors (as an alternative to the usual asset-based fee), which means you would only pay us if we add value.
We are willing to be compensated based on our performance because we are genuinely confident in our investing abilities.
What Sets Us Apart
Previous five-star mutual fund manager
Portfolios of over $10 billion managed
Alignment of interests
Money invested alongside clients
Focus on client portfolio growth, not firm AUM
Lower portfolio risk
Exceptionally diversified investment strategies
Confidence in investment process
Performance-based fee offered
Asset-based fee as low as 0.50% available