We are a fee-only fiduciary. Our fee is calculated at the end of the quarter and payable only upon your approval of an invoice. Our fee is contingent upon your satisfaction.

We focus on building positions in the world’s best companies at compelling valuations, so that compounding returns can create generational wealth for you and your family.

We invest with maximum tax-efficiency to lower your overall tax burden while customizing for your unique circumstances.

We design and implement a long-term financial plan designed to meet (and exceed) your goals.

We enhance the value of an equity compensation package through tax optimization, risk mitigation and alignment with retirement planning strategies.

We use mechanical trading rules to remove human bias, limit downside risk and allow winners to run. We provide insurance and estate planning to inoculate you and you family from life risks.