Investment Management

“For every complex problem there is an answer that is simple, clear, and wrong.”
— H.L. Mencken

In our cultivation of growth and careful preservation of capital we consider the below asset classes, products, and strategies.

  • Stocks

    • US Large Company

    • Europe and Japan

    • US Real Estate

    • US Small Company

    • Japan Small Company

    • Europe Small Company

    • International Real Estate

    • Emerging Markets

    Bonds

    • Cash/CDs/Money Market/T-bills

    • Sovereign Bonds

    • Government Agency Bonds

    • US Municipal Bonds

    • US Investment Grade Bonds

    • Corporate Bonds

    • Europe Investment Grade Corporate Bonds

    • Bank Loans

    • High Yield Corporate Bonds

    • Emerging Market Bonds

    Alternatives

    • Private Equity

    • Private Debt

    • Late Stage Venture Capital

    • Infrastructure

    • Hedge Funds

    • Commodities

    • Cryptocurrencies

    • Exchange Traded Funds (ETFs)

    • Mutual Funds

    • Closed End Funds

    • Individual Stocks

    • Individual Bonds

    • Unit Investment Trusts (UITs)

    • Master Limited Partnerships (MLPs)

    • Non-Traded REITs

    • Annuities

    • Physical Gold and Silver

    • 1031 Exchange/DST

    • Limited Partnerships

    • Foreign Currencies

    • Non US Individual Stocks

    • Asset Class Rotation

    • Sector Rotation

    • Growth Investing

    • Value Investing

    • Thematic Investing

    • Technical Patterns

We are happy to discuss any of the above products or strategies and whether they are appropriate for you given your situation and the current market environment.

You can also read more about our Investment Philosophy.

Let's Discuss

Frequently Asked Questions

  • Investment management involves building and managing a portfolio aligned with your financial goals, risk tolerance, and time horizon.

  • We help clients diversify concentrated positions while considering taxes, liquidity needs, and long-term investment goals.

  • Direct indexing is an investment strategy that allows investors to directly own individual securities within an index for greater customization and potential tax efficiency.

  • Portfolios should be reviewed regularly and adjusted as financial goals, market conditions, and life circumstances change.

  • Fee-only means our only compensation comes from you, not from commissions or product sales. As a fiduciary, we are legally bound to act in your interest, so the portfolio is built around your goals rather than what pays us.

  • Disciplined, diversified, and tax-aware. We build globally diversified portfolios matched to your goals and risk tolerance, use direct indexing where it helps, control costs and taxes, and avoid market timing in favor of a plan we can stick with through cycles.

  • Yes. We coordinate your concentrated positions, RSUs, and options with the rest of your portfolio, diversifying in a tax-aware way over time rather than treating them as separate, unmanaged risk.

  • We generally work with households starting around $1M in investable assets, and engage earlier with founders and executives nearing a liquidity event. A short intro call is the best way to check fit.