Client success is the best measure of our company’s success.
Our purpose is to provide individuals and institutions actively managed investment options that focus on all the things that help reduce losses in down markets so that their assets can compound at a faster rate when markets are good. We are here for those investors who want a relationship that starts by assessing the risk of losses, not merely how much a stock or an investment has moved in the past.
Our main work focuses on the risk of individual equities and the overall equity market. Those are the most volatile investments in most investment programs and the ones that we are the best equipped to analyze. Nothing makes us happier than delivering strategies that have lower downside risks than upside risks.
We do not use passive equity products and are firm believers in active equity management. We build our client portfolios and strategies in-house, always with a Risk-First approach to every holding.