Growth, on evidence.
Portfolios built from academic research, not market commentary. Allocations defended against three stress scenarios before they are ever deployed.
Investment Management
Discretionary portfolio management across equities, fixed income, alternatives and real assets. Built on a globally diversified, evidence-weighted framework. Rebalanced on threshold, not calendar. Tax-loss harvested systematically. Quarterly performance attribution delivered in plain English — not jargon-laden marketing.
- Globally diversified allocation
- Quarterly attribution reporting
- Systematic tax-loss harvesting
- Threshold-based rebalancing
Stock Investment
Individual equity portfolios built around durable, cash-generative businesses — not narratives. Concentrated enough to matter, diversified enough to survive. Position-level thesis documents, written before purchase, revisited every quarter. Sell discipline enforced by rule, not by mood.
- Quality-compounding equity mandate
- Written thesis per position
- Rule-based sell discipline
- Direct indexing available
Gold Investment
Physical bullion, allocated storage, and structured gold exposure for portfolio ballast. Allocated accounts at independent vaults — counterparty risk disclosed, not buried in a prospectus. Position sized as insurance, not as a bet on nominal price.
- Allocated physical bullion
- Independent vault storage
- LBMA-approved counterparties
- Insurance included
Mutual Funds
Curated no-load, low-expense mutual fund families selected for factor exposure, manager tenure and after-tax return — not Morningstar rating. Active, factor-tilted and passive blended according to a written asset-allocation policy that survives market cycles, not headlines.
- No-load, low-expense share classes
- Active & passive blend
- Tax-aware fund placement
- Manager tenure screening