What We Do
Investing well requires attention to detail and skill, not luck. As professionally certified investors, of which only 4% of investors are, we possess the necessary expertise to optimally manage your investments, both taxation and return wise, according to what is best for you. Our unique and sophisticated investment strategy centers on human behavior, allowing us to withstand downturns by quickly moving to safety during market shocks, crashes, and panics while still capturing the upside during bull markets, leading to long-term outperformance. From preserving capital to building wealth, we can improve your results and reduce your risk.
Wealth Management Fee Schedule
We provide you with ongoing wealth management covering all aspects of your financial life, including all financial planning and investment management, for a percentage based annual fee. There are no other fees of any kind, ever. No products. No sales. No commissions. Nothing influences our independence, objectivity, and loyalty to you.
Our fee schedule is linear. For example, if the total amount under management is $7 million, all $7 million is charged at .75% instead of progressively working through the brackets.
We provide investment management for Registered Investment Advisors looking to employ our strategy. Benefit from our experience and track record as we handle all aspects of the day to day investment management, including monitoring and trading. For more information, including pricing, contact us at firstname.lastname@example.org.