We build customized portfolios grounded in fundamental valuation — not trends, not hype, not algorithmic black boxes.
Our proprietary valuation models, built on decades of academic research, drive every investment decision. We assess what a company is truly worth based on its earnings power, growth prospects, and risk profile — not market sentiment.
No two clients are the same. We build portfolios aligned with your specific goals, risk tolerance, time horizon, and tax situation. Every strategy is individually crafted — not pulled from a model portfolio shelf.
Your assets are custodied at Charles Schwab — one of the largest and most trusted financial institutions. You have full visibility into your portfolio at all times. No lockups, no hidden fees, no conflicts of interest.
As a registered investment advisor, we are legally obligated to act in your best interest. We don't earn commissions. We don't sell products. Our only job is to grow and protect your wealth.
We start with a detailed discussion about your financial goals, risk tolerance, time horizon, and tax situation. No obligation, no pressure.
We develop a customized investment strategy built around your specific needs, informed by our fundamental valuation models and academic research.
Once we begin, you have direct access to our team. We provide ongoing portfolio management, quarterly memos, and regular communication about your investments.
Whether you're looking for a new advisor or want a second opinion on your current strategy, we'd welcome the conversation.