Our investment management methodology is backed by extensive academic research and years of practical experience.
We employ the same portfolio management disciplines as some of the largest endowments and pension funds in the world.
Our financial planning process is evidence-based and mathematically-driven.
We provide investment counsel for brokerage and retirement accounts, endowments and trusts with assets beginning at $500,000 per client. Our clients recognize that the investment landscape continues to grow in complexity and they want to work with a firm that offers portfolios of extensively researched investment selections.
We are not right for every person or family. Our clients desire to earn returns in a risk-managed way. They also adhere to the highest standards of honesty and integrity and expect the same from us.