Can you pass our Financial Fitness Test?
One of a Kind Value Proposition
We prioritize disciplined investment management over the comfort of consensus. Our aim is to deliver long-term results that compare favorably to the relevant benchmark for your unique circumstances, goals, and risk profile.
If we’re not delivering meaningful value consistent with your expectations, we don’t expect you to stay. Our actions and our fees reflect that alignment. No guarantees — just accountability.
Six Dimensions of Wealth
We build wealth and help our clients achieve financial freedom by striving for excellence across 6 key areas:
1. Investment Returns
We aim to provide competitive investment outcomes by focusing on long-term positions in high-quality companies acquired at disciplined valuations.
2. Tax Optimization
We maximize tax efficiency for your entire household through the intelligent use of retirement accounts, tax loss harvesting, income tax deductions, and long-term tax planning.
3. Equity Compensation
Whether you receive RSUs, ISOs, or restricted stock, we’ll create a plan designed to give you the optimal balance in terms of return, risk, liquidity, and bargaining power with your employer.
4. Financial Planning
Through holistic financial planning we develop personalized strategies to help our clients reach their financial goals and achieve financial freedom.
5. Risk Management
We protect your wealth by identifying potential risks, developing mitigation strategies and inoculating your life through insurance and investment solutions.
6. Estate Planning
We will ensure you have an estate plan that distributes your assets according to your wishes while minimizing taxes - during your life and thereafter - and providing security and peace of mind for your loved ones.
