WHAT WE DO
Our approach to portfolio management involves meeting with clients to create a unique risk assessment, transforming that assessment into a target allocation, and actively managing the target allocation using a proprietary algorithm inside custom software.
WHO WE ARE
Our team works together in unison to deliver the best possible product to our clients. From marketing and PR, to legal and compliance, to sales, operations, and oversight, our team is responsible for managing all facets of our organization.
Each quarter we release a newsletter complete with market commentary, company updates, and performance metrics. We also provide a fact sheet with additional information on our company and our unique strategy.