10 Reasons We’re the Right Choice

We attract and retain clients by exceeding their expectations of investment performance, tax savings, financial planning, and customer care.

1. CLIENT RELATIONS

Our investment thesis is to focus on exceptional companies and invest in them at compelling valuations.

2. INVESTMENT THESIS

We aim to beat the investment benchmark most appropriate for your circumstances and risk profile.

3. INVESTMENT OBJECTIVE

We provide tax planning for you and all members of your household — across all accounts, even the ones we don’t manage.

4. TAX PLANNING

We enhance the value of your equity compensation by complementing it with tax-efficient retirement accounts, intelligent investing, and risk management.

5. EQUITY COMPENSATION

As a fiduciary and “fee-only” advisor, we are bound by legal, ethical and reputational standards to put your interests before our own.

6. FIDUCIARY DUTY

Our fee is paid at the end of each quarter after the work has been completed and the results measured.

7. MANAGING LIFE RISKS

We provide guidance on insurance and estate planning to lower your risks, inoculate your lifestyle from unexpected life events, and protect your loved ones.

8. TIMING OF FEES

9. TRANSPARENCY

Our fee is straightforward and simple to calculate.

We don’t expect to be compensated, if you aren’t satisfied.

10. BOTTOM LINE

Offer for Prospective Clients

If you're considering our services but have an existing advisor and wish to evaluate our performance before entrusting us with all your investment accounts, we can discuss managing a portion of your portfolio initially.

This arrangement allows you to directly observe how our expertise and service quality compare to that of our competitors.

Turning Aspirations into Achievements

Wealth Management for Tech Professionals

Financial Planning

  • Holistic planning to provide a comprehensive view on your finances

  • Maximizing retirement savings

  • Insurance & risk mitigation

  • Education savings

  • Estate planning

  • Regular updates & sprints àla Agile

Investment Management

  • Focus on investing in the world’s best companies at compelling prices

  • Diversification across asset classes with low correlation to each other

  • Risk management via diversification and mechanical trading rules

  • Advice on alternative investments (e.g. real estate, startups, crypto)

Tax Planning

  • Maximum tax efficiency through complementary strategies across RSUs, retirement accounts, taxable investments, and living expenses

  • Mega Backdoor Roths

  • Tax loss harvesting

  • Real estate tax shields

  • Coordination with tax accountants

 

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 exceptional returns by focusing on long-term positions in exceptional companies and acquiring their stock at compelling 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.