Firm Overview

Our investment approach is modeled after the asset allocation strategies employed by some of the most sophisticated investors.

  • Endowment style investing, modified to substantially lower costs and to provide 100% daily liquidity, transparency, and tax efficiency.
  • Greater diversification and reduced volatility compared to traditional investment strategies.
  • Active and thoughtful risk management.
  • Disciplined investment process that systematically optimizes asset allocation.
  • Research intensive and forward looking.

As a firm, we hold ourselves to the highest standards in terms of regulatory compliance and continue to invest in our infrastructure and technology to support our growing business. We are a federally (SEC) registered investment adviser and are registered under the Investment Advisers Act of 1940.