We carefully grow your wealth using both alternative and traditional investment strategies, with either a traditional or socially responsible philosophy. To effectively combine these strategies, we use a min-max process where we minimize your cost of investing and maximize your return, per unit of risk.

✔  We are different: we practice academic-led, tried-and-true investing in a low cost framework. We do not play the stock picking or market timing game.

✔  We offer a wide range of investment choices, including alternative, socially responsible and traditional passive strategies.

✔ You diversify. Our portfolios are super-diversified with assets like equities, bonds, gold, commodities, liquid real estate and, when suitable, other alternative investments.

✔  You invest safely. We do not replace, but we complement, your relationships with large and trusted banks and brokers.

✔  You win. We work on an independent fee-only,  commission-free, and therefore conflict-free, basis. You will be surprised how much of a difference this pledge of allegiance can make to preserving and growing your wealth. We serve wealthy individuals, family offices and small institutions.

Under construction. Operational Fall 2017.