Professional Investment Management
Aligned With Your Goals
Evidence-based portfolio management through our RIA partner, Acrylic Financial
Our Investment Philosophy
Built on evidence-based research and decades of market history
Evidence-Based Approach
We rely on academic research and proven investment principles, not market timing or hot stock picks. Our strategies are grounded in decades of financial science.
Strategic Diversification
Proper diversification across asset classes, sectors, and geographies reduces risk without sacrificing returns. We build portfolios designed to weather market volatility.
Risk Management First
We prioritize protecting your wealth before seeking returns. Risk assessment drives every investment decision, ensuring your portfolio aligns with your risk tolerance.
Tax-Efficient Investing
Strategic asset location, tax-loss harvesting, and careful rebalancing minimize your tax burden, allowing you to keep more of what you earn.
Investment Options
Comprehensive solutions for every investment need
Core Managed Portfolios
Professionally managed, custom-tailored to your goals
✅ What's Included
- •Custom Asset Allocation: Portfolios designed specifically for your risk tolerance, time horizon, and financial goals
- •Automatic Rebalancing: Systematic portfolio rebalancing to maintain target allocations and capture opportunities
- •Tax-Loss Harvesting: Strategic realization of losses to offset gains and reduce tax liability
- •Regular Monitoring: Continuous oversight with quarterly performance reviews and annual strategy sessions
📈 Investment Vehicles
- →Low-cost index funds and ETFs
- →Institutional-class mutual funds
- →Individual bonds (for larger accounts)
- →Strategic alternatives allocation
Minimum: $250,000 for core managed portfolios
Partner-Managed Strategies
Carefully vetted alternative investment opportunities
Acrylic Capital
Strategy: Hedge Fund / Alternative Strategies
- • Systematic macro trading strategies
- • Non-correlated returns to traditional markets
- • Institutional-grade risk management
- • Quarterly liquidity windows
Minimum: $250,000
Caliber Capital
Strategy: Real Estate Investment
- • Commercial and residential development
- • Income-producing properties
- • Value-add opportunities in growth markets
- • Diversification beyond public markets
Minimum: Varies by opportunity
🔍 Our Vetting Process
We only recommend alternative investments that meet our rigorous due diligence standards:
Track Record
Minimum 7-10 years of verified performance
Risk Management
Institutional-grade controls and oversight
Transparency
Regular reporting and open communication
Transparent Fee Structure
Clear, competitive pricing with no hidden costs
AUM Fee Tiers
Our advisory fees are based on assets under management (AUM) and decrease as your account grows. Fees are calculated quarterly and automatically deducted from your account.
$250,000 - $999,999
1.00%
annually
$1,000,000 - $2,999,999
0.75%
annually
$3,000,000 - $4,999,999
0.60%
annually
$5,000,000+
0.50%
annually
✅ What's Included in Our Fee
- ✓Comprehensive portfolio management
- ✓Quarterly performance reporting
- ✓Tax-loss harvesting
- ✓Annual strategy review meetings
- ✓24/7 online account access
- ✓Ongoing portfolio monitoring
- ✓Email and phone support
- ✓Coordination with your financial plan
💡 Comparison to Industry
The average financial advisor charges 1.00% - 1.50% annually. Our tiered fee structure means you pay less as your account grows, and we never charge commissions or hidden fees. All costs are clearly disclosed in advance.
Performance & Transparency
Regular reporting and 24/7 access to your account information
Historical Performance
Access to detailed performance data with full transparency on returns, fees, and benchmarks.
Past performance does not guarantee future results. All investments carry risk.
Quarterly Reporting
Comprehensive quarterly reports detailing performance, holdings, asset allocation, and progress toward your financial goals.
24/7 Account Access
View your account anytime through your secure client portal. Real-time balances, holdings, and performance tracking at your fingertips.
Our Due Diligence Process
How we select, monitor, and manage your investments
How We Select Investments
Every investment is evaluated against strict criteria: cost efficiency, tax impact, diversification benefit, and alignment with client goals. We favor low-cost, broadly diversified index funds and ETFs as core holdings.
Ongoing Monitoring
Daily market surveillance and portfolio tracking ensure we stay on top of changes. Quarterly reviews assess performance, risk levels, and alignment with your financial plan.
When We Make Changes
Portfolio changes are driven by rebalancing needs, tax-loss harvesting opportunities, or shifts in your financial situation, never by market timing or speculation.
Meet Our Investment Team
Our Commitment to You
As a fiduciary, we are legally and ethically bound to act in your best interest at all times. This means transparent fees, no hidden commissions, and investment recommendations based solely on what's best for you, not what benefits us. Your success is our success.
Ready to Get Started?
Schedule a complimentary investment strategy review to discuss your goals and see if our approach is right for you.