PUBLICLY TRADED PORTFOLIO STRATEGY

We advise and manage our clients money in the same way we manage our own, meaning that a portfolio of publicly traded securities should serve as part of the foundation to each individual’s or family’s wealth. In addition to a portfolio of publicly traded investments, when suitable, we look to actively create wealth generating investments in the private markets by pursuing real estate and venture capital opportunities that enhance returns and diversify holdings.

When it comes to publicly traded markets, we are typically passive, buy and hold advisors and investors. Central to our portfolio strategy is the efficient  allocation of capital, meaning that publicly traded markets are typically too efficient to outsmart, and that the potential for an active manager to create value is extremely minimal. Knowing this to be true, we believe that passive positioning and allocation of capital itself is more important to returns than one’s ability to actively outperform the market. It is our duty to ensure that our clients collect what the market gives on an annual basis.

Other key principles that we value as entrepreneurs and advisors that we use to guide our publicly traded advisory practice are: Simplicity, Transparency, Diversification and Cost Control.