We provide customized investment advisory services to executives, entrepreneurs and other individuals. We strive to add value through active management of each client portfolio.

How Our Service Works

We take an active approach to investment management. Our goal as investment advisor is to try and help each client attain positive "absolute" long-term returns.

Prior to investing any funds, we meet with each client to understand their risk tolerance, investment time horizon and tax situation. We then propose a customized investment plan for the client. Once the client signs off on the proposed plan, the client then opens an investment account with our third-party custodian (currently TD Ameritrade Institutional) and signs an agreement designating us as their investment adviser. We will then begin investing the client's funds in accordance with the investment plan.

All client funds are maintained solely with the third party custodian (currently TD Ameritrade Institutional). Each client receives a monthly brokerage statement from the custodian. In addition, we send each client a quarterly performance report that includes more personalized information and compares the account activity to the investment plan.