And you need 3 things to properly manage your financial affairs:
Knowledge, time, and inclination. If one of these is missing, you're likely to look for outside guidance. And that requires bridging the trust gap.
That's why we're in business.
We believe everyone should have access to innovative wealth-building capabilities, hedge-fund-level portfolio management, and total financial planning with straightforward, unbiased advice, and flexibility of fees, delivered efficiently without significant time & energy on your part. Solving problems for you is only one part of the process. Keeping it easy and engaging is another.
"Everything we do challenges the status quo of the financial industry, and we believe in changing the advisor-client experience for better client outcomes."
We are part of the "Wall Street 2.0" movement.
A fiduciary-led wealth management firm with teams of subject matter experts in our network, yet fully independent of Wall Street banks & firms.
Knowledgable. Relevant. Often contrarian/counter-consensus.
Unashamedly active portfolio managers. Quantitative meets Qualitative. Algorithms. Humans.
No product pushing. No selling. No commissions. Fee flexibility. More choices. No minimums. Access for all.
Helping you adapt and thrive in this new era for markets and finance, and bringing greater wealth access capabilities to more people at lower cost.
We're not for everyone.
But who we're for, we are ideal.
"The goal isn't to do business with everyone who may need what you have. The goal is to do business with people who believe what you believe." - Simon Sinek
Our mission is helping your life mission become a success.
We equip you with investment advisory & financial planning, focused on ultra-clarity, efficiency, and trust. We work toward taking the fear and stress out of finances. We strive for better risk-adjusted returns, at lower cost to you, while working under a fiduciary commitment that puts your interests first.
This is the ethos of our firm.
Everything we do challenges the status quo. And everything we do is designed to be in your best interest. This firm was built on experience, knowledge, intuition, perseverance, humility, contrarian-thinking, compassion, and grit. We welcome anyone who identifies with those traits.
Built into it...
Few have penned it better than Morgan Housel in "The Psychology Of Money", which is why we use it to educate and convey concepts. Coming soon: a podcast series covering each chapter. 20 parts, 5 minutes each.
Our commitments to you
We listen to you.
We focus on your goals, and place your interests first.
We challenge ourselves to make concepts straightforward, and easy to understand.
We pursue the minimization of conflicts of interest.
We strive continually toward providing relevant knowledge.
We work toward being fair and transparent in the way you pay for the services you receive.
We provide you the choice of a monthly flat-fee or a traditional AUM fee.
We do not accept commissions.
We seek to maximize your returns, based upon and adjusted for your capacity and tolerance for risk.
We endeavor to be honest and trustworthy stewards of your wealth.