As your personal CFO, we take the lead, coordinating with your other professional advisors (CPA, attorney, etc.) to ensure your wealth is working for you.

Philosophy

• We are long-term strategic asset allocators seeking superior risk-adjusted returns by staying fully invested and diversified across market cycles. We aim for consistent and predictable returns rather than opportunistic or market timed approaches to deliver clients the best chance to meet their goals.

Process

• We are decentralized and look to leverage multiple strategic partners when making asset allocation and manager selection decisions. This enables us to operate independently and access the best thinking and opportunities in the industry.

Style

• We favor a balanced approach, taking advantage of active management in more inefficient / esoteric asset classes and letting passive management do the work within efficient asset classes.  We also focus heavily on tax-efficiency because at the end of the day, it’s not what you make, but what you keep.