SERVICES
Our focus is to increase the value of our clients’ assets via investments in companies that are publicly traded in the US.
What We Do
We work with our clients to provide a clear and cohesive strategy in managing their assets, while providing ongoing transparency. We currently employ a long-only strategy with certain rules based on asset appreciation, time, and monitoring stock volatility.
How We Do It
Being patient when others are not and taking advantage of “knee-jerk”/irrational market behaviors.
Investing For You
We work on aligning your portfolio to match your goals and your risk tolerance, because our main objective is to help you reach your goal.