A Brave Old Investing World
Building permanent wealth has always been a challenge, yet it is an even greater challenge today. Publicly traded markets have been taken over by hedge funds and algorithmic trading. Traditional fund managers are managing for AUM protection and not performance. Regulators have put even greater burdens on this market, consolidating the business into the largest firms.
Investors large and small are seeking alternative ways to build and preserve wealth. Meanwhile investment firms continue to roll out shiny new products, analytics and terminology, yet to no greater lasting investment success.
Like any market, it is up to small, nimble, innovative firms to create truly different approaches and products to solve the current market challenges. Interestingly, many of these approaches involve strategies that institutional investors have been using for decades. Building on recent successes of introducing these approaches and products to a wider investing public, we believe we have the experience, wisdom, integrity and courage to help investors find what they truly need.
Talk to us.
We always enjoy sharing ideas and observations or identifying opportunities to work together.