We design custom separately managed accounts investing directly in stocks, bonds, futures, and options. By investing directly in these instruments, we avoid double-fees other firms incur by investing your money in mutual funds, managed money accounts, and ETFs. Our research is conducted in-house, avoiding groupthink and conflicts of interest often seen in Wall Street firms.
Our clients are sophisticated, high-net worth individuals that know the value of going straight to the source. If you are interested in having experts manage your hard-earned wealth, please contact us to set up a meeting.