Research-driven advice, tailored to each client.

Ongoing, personalized management of a concentrated, long-term portfolio. Accounts are managed on a non-discretionary basis, so no trade is placed without your prior approval. Because the portfolio is concentrated and long-term, approvals are infrequent and substantive, not routine sign-offs, and each one comes with the reasoning behind it: what we are recommending, and why. We are as invested in making you a sharper investor as we are in growing your wealth across generations.

Fixed-fee engagements, from a focused second opinion to full financial planning. Engagements can be narrow: a portfolio review, a second opinion on existing holdings, or a concentration risk analysis. Or they can be broader: retirement planning, education savings, a major purchase, or ongoing cash-flow planning. Each engagement’s scope is set individually, based on what a client actually needs.

Bespoke research, commissioned directly by a client, on a fixed-fee basis. Written analysis of a specific security you are considering, whether or not you already hold it, or thematic research on an industry, sector, or theme you want examined. This is separate from portfolio management, and does not include a recommendation to buy, sell, or hold unless that is specifically agreed as part of the engagement.