Fees

"They say you get what you pay for, but that's not really true; what you pay, someone else pockets. We think you should keep more of what you earn."

When you entrust your hard earned capital to an investment adviser, it should be for your benefit not theirs

We are a fee-only firm with a simple structure – 1% of assets under management – and a simple goal: To manage your portfolio towards differentiated returns as your trusted adviser and fiduciary.

Most financial advisers shepherd clients to undifferentiated “passive investing” strategies, outsource the portfolio management to 3rd party vendors (who charge additional fees) and provide assurances through market swings, even as they might not study what's in the portfolio.

Most hedge funds charge high fees for managing capital, then tend towards impatient strategies that yield underwhelming results, or generate returns using risky levered strategies (i.e. with borrowed money). They know what's in the portfolio but their opaque structure, lock up periods, and compensation implies the customer works for them, and not vice versa.

We charge a low-cost fee structure but we operate with return goals similar to more expensive hedge funds. That's why we consider ourselves the "food truck version" of a hedge fund.

We own the same stocks you own. We do not benefit from trading your account. We do not resell any other products. We do not earn commissions except for a 1% annual fee on the assets we manage.

And when you hire us to manage your portfolio, we are also your counselor, coach and adviser for any of your financial needs.

* If you are an accredited investor and would prefer a performance fee structure please contact us to discuss.