We invest our personal portfolios right alongside clients. Every investment you own, we own.
This is your money. You should be able to see exactly where every dollar is invested at any time – not just a backward-looking list of top holdings last quarter. We offer clients complete, real-time views into how we’re investing their money.
Every investment strategy we offer has a clearly defined goal and comes with a benchmark to measure success. We never obscure our performance. On the contrary -- we openly publish, share, and discuss our results with clients.
When our hard work pays off, we share our clients’ joy. When we make a mistake – the best investors are wrong about 40% of the time – we reflect. We believe more can be learned from failure than success, so we openly share, study, and improve from our errors.
Learn more about our investment philosophy