We combine human experience and technology to provide access to a customized, high quality, fairly priced, and transparent solution.
We manage your portfolio so that you don't need to worry about it.
We utilize a mix of passive, active, and alternative strategies to deliver a long term oriented institutional solution - just like endowments and family offices.
we utilize active management where we believe managers can achieve higher quality returns than passive options
provides exposure that is less correlated to overall markets and increases the quality of the overall return of your portfolio
portfolio of passive, low cost ETFs providing our proprietary weighted exposure to stocks and bonds
Our mission is to shift the balance of power from Wall St. to Main St. We firmly believe that we succeed if we do the right thing for our clients.
20 yrs in hedge fund and alternative investment industry. Golub Capital, Riva Ridge Capital Management, Goldman Sachs
15+ years in banking, hedge fund, and wealth management industry. i-Squared Wealth Management, Lighthouse Partners, Credit Suisse
25+ yrs in hedge funds and private equity. Paragon Outcomes, HFR Asset Mgmt and Arthur Andersen
20+ yrs in software industry. Informatica, Siperian, Sun Microsystems
15+ years debt and equity capital markets experience. Weild & Co, WFP Management, Merrill Lynch
12+ years in product design and startups. M78 Ventures, GoPro, Splice
30+ yrs in software development. SolarCity, SendMe Mobile, Telephia
20+ yrs in internet-based software and experiences. Viacom, ARACHNEdesign, Deepend
15+ years in web and mobile development. Enflux, Southwest Research, WellAware
Sign up for early access and receive preferential terms.