top of page
.png)
The Big Difference
How you Invest is just as important as how you Spend
​
-
More Concentrated portfolios vs. Overly diversified ones
-
Excellent investment ideas are rare- therefore they should represent a significant fraction of the portfolio.
-
Our portfolios tend to behave independently of the overall market at times due to their more focused investments.
-
We focus on growing your account……not on playing golf schmoozing with clients.
-
Our portfolios offer the best of Active and Passive management without being homogenized.
SERVICES
LEARN MORE
Tired of your cooker cutter portfolio with your current advisor?
618 Tuscarora Trail,
Maitland, FL 32751
9am - 5pm
bottom of page