We seek to deliver competitive performance through active asset model management
Morningstar’s No. 1 rated model portfolio manager 2021 and 2022
Top 10 Forbes Portfolio Managers in 2023
Nasdaq Top 15 Portfolio Manager in 2021
I don’t have an investment strategy, what should I do?
Most of my investments are in just one stock, how do I diversify?
Is it worth investing in the stock market right now?
What sectors of the stock market should I be invested in?
Use research from BlackRock to run active allocation models
Use direct indexing to diversify concentrated stock positions
Use portfolio management strategies to reduce your tax bill
Tax advantaged strategy
ESG (Environmental, Social, Governance)
Direct Indexing
Tax efficient investment vehicles
Tax loss harvesting implementation
Incorporating existing positions with capital gains
Tax-smart transitions
Institutional buy/sell pricing through block trading
Market monitoring for trades
50% of Julia’s net worth was tied to her stock options and she wanted to figure out how to use it to become financially independent
Saved $46,000 in taxes from our portfolio strategy
Paid 13.3% less in taxes from long-term capital gains
Secured financial independence
