VALUES

Lifelong Client

In our pursuit of a reliable wealth manager, my entrepreneurial family encountered many frustrations with the regular investment advice industry. Too often, esoteric terms remained unexplained, and investment models were opaque. A one-size-fits-all model, with minimal regard for individual needs and aspirations. With my background as an investment researcher, I am on a journey to establish an investment firm founded on research-driven strategies to preserve and protect wealth for generations.

A "lifelong client" in our firm signifies a lifelong and ethical commitment to your financial journey. You, the client, are the ultimate authority in your life, and we are here to align your investments with your vision for your family.

Fees Matter

Navigating the labyrinthine world of investments, where hundreds of investment firms manage thousands of funds, can be an overwhelming. The enormity of financial data and computing power is truly staggering. In this age of abundant choices, most investors align themselves with one of two camps: passive investing or actively managed funds.

We acknowledge the intricacies of this landscape and have diligently built robust, long-standing networks with both quantitative finance researchers and active value investors. Through these relationships, we have come to believe that a balanced approach, incorporating elements of both passive and active strategies, is the most effective.

Our commitment to ethical and transparent practices extends to our fee structure, ensuring that fees are commensurate with the value we provide.

Long-term Investing

Long-term investing serves as a strategic anchor amid the fluctuations and tumultuous seas of the financial world. In the short term, the turbulent domains of day trading and quant funds beckon, but these realms are reserved for a select few, primarily the mega funds equipped with advanced technology and substantial resources. These strategies, while lucrative, demand immense computing horsepower and tend to yield results on a fleeting horizon.

Conversely, medium-term investing, the playground of most asset managers, spans from three months to a year, but cutthroat competition, dwindling returns, and a race to the bottom in terms of fees.

The true path to enduring financial success is found in the realm of very long-term investing, stretching across three to five years. It's a domain the most astute investors choose, but success hinges on the ability to maintain psychological composure and conviction in one's chosen strategies. For families seeking to strike a balance between risk, returns, and fees, long-term investing emerges as the most prudent course of action.