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Investment management for long-term prosperity is our specialty. Nevertheless, we continually monitor the markets and make adjustments as opportunities rise or fall.
We understand that every investor has different needs, which is why we manage each client individually. We don’t use model portfolios, algorithms, or any other dubious methods.
Actively managed portfolios of high-conviction stocks
Bespoke blend of 20-30 core holdings and special situations
Structured review of financial statements and independent forecasts
Continuous research cycle, risk monitoring, and asset rotation
Everyone’s financial journey is unique, which is why we create tailored portfolios specific to individual needs and goals. Instead of relying solely on model portfolios or ETFs, we aim to meticulously select individual stocks for our clients. Our dedicated approach helps ensure that your investments are aligned with your financial objectives, and not just following a one-size-fits-all strategy.
We believe in going far beyond basic stock screening and analyst recommendations. Our investment process emphasizes both quantitative metrics and deeper qualitative analysis, providing a more comprehensive review of potential investments. By doing so, we uncover hidden gems and opportunities that might otherwise be missed, ensuring your portfolio is robust and well-rounded.
For over 13 years, our team has successfully managed portfolios tailored to the specific needs of high net worth individuals. Our chief investment officer also has rare trading desk experience from a prominent investment bank as well as rigorous academic credentials. Investing for our clients is not just our profession, it’s our passion.
Advisors who pledge to make annual or quarterly rebalances may be ignoring your portfolio every other day of the year. We make adjustments nimbly as opportunities arise or mature.
Download this presentation detailing our approach to managing high-quality investments in a dynamic portfolio
