Your Private CFO in the World’s Leading Economy

Tax Efficiency & Privacy

  • No US capital gains tax in most cases*

  • No US tax return required in standard cases*

  • Client trading activity is handled in a discreet manner and reported only as required under applicable law.

  • Competitively low borrowing and margin rates

*Generally applies to investors who are not US citizens or US tax residents.

Global-Minded Investing & Financial Planning

  • US-based founders with Russian language fluency

  • Presence in Silicon Valley and Florida

  • Senior advisors with top-tier professional designations (CFA®, CFP®, CCIM®)

  • Financial plans aligned with your long-term objectives

Core Investment Strategy

  • We focus on long-term ownership of market-leading companies with durable competitive advantages, consistent cash flow, and disciplined valuations.

  • We pursue equity outcomes that compare favorably to appropriate benchmarks by investing in businesses with strong economics and identifiable growth catalysts.

  • We may incorporate hedging strategies to help reduce portfolio volatility, where appropriate.

“I am easily satisfied with the very best” - Winston Churchill

  • We strive to deliver exceptional service and thoughtful portfolio management, tailored to each client’s liquidity needs, risk tolerance, and time horizon.

  • Advisory fees are charged quarterly in arrears, and clients may terminate the relationship at any time.

  • We believe clients stay because they see value, not because they feel obligated.

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