We are a private investment advisory and asset management firm that uses machine learning and automation to better understand client portfolios, optimize investments, and stream line our family office services. 

Built by investors for investors

Welcome to a culture of investing unlike any other. Our unique curiosity for the world drives us to better understand the complexities of our economy. We allow our intuition to guide us and our mathematics to verify it. Beyond investments, we are constantly working to make all the aspects of our clients financial lives better and more cost effective. Optimization, value creation, and efficiency are the cornerstones of our firm.

We have chosen BNY Mellon to safeguard our clients' assets. BNY Mellon was established in 1784 by Alexander Hamilton and is today, the nations longest running bank.

BNY Mellon is currently the largest custodian in the world with more than 30 trillion dollars in assets under custody.  

Learn more about BNY Mellon..