Your Private CFO in the World’s Largest Economy

Tax efficiency and Confidentiality

  • No tax on capital gains and no tax reporting for non-US investors

  • No information shared with foreign governments

  • Low borrowing rates

Investment Management & Financial Planning by Accomplished International Advisors

  • American founders with Russian fluency

  • Advisors with leading industry credentials (CFA, CFP, CAIA, CCIM)

  • Offices in Silicon Valley and St Petersburg, Florida

  • Customized plans to meet your lifetime goals

Core Investment Strategy

  • Target equity returns in excess of S&P 500 by focusing on market-leading companies that enjoy near-monopoly economics with consistent positive cashflow and realistic stock-price catalysts

  • Strategically employe derivatives to limit risk of long-stock positions

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

  • We strive to provide our clients with the best service and portfolio performance given their liquidity, risk-tolerance, and time-horizon constraints

  • Advisory fees are based on client assets under management, charged quarterly in arrears

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

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