A New Approach to Wealth Management
& Stock Strategies

We’re celebrating 18 years of investment success. Starting with the launch of our ValueAligned Investing strategy in June 2002, we continue to manage stock strategies for investors looking for a long-term performance solution. Our edge is our understanding of valuation, human behavior, and the necessary returns to meet your goals.

A New Approach to Wealth Management
& Stock Strategies

We’re celebrating 18 years of investment success. Starting with the launch of our ValueAligned Investing strategy in June 2002, we continue to manage stock strategies for investors looking for a long-term performance solution. Our edge is our understanding of valuation, human behavior, and the necessary returns to meet your goals.

Subscribe

Get the latest investment articles in your inbox.

Private Wealth Management For Everyone

We combine investment management with comprehensive financial planning to give you the best in private wealth management.

In the late 20th century, I served the ultra-wealthy and business elite at a New York City hedge fund and at Stern Stewart & Co. – the EVA Company. Then, after the dot com stock market crash in 2000, I left Wall Street to serve individuals and their families.

Did you know that the average investor lost nearly half of her savings in the two market crashes in the first decade of the 21st century (2000 and 2008)?

The ultra-wealthy came out just fine. Why? The rich have better investment solutions than the rest of us….until now. We have changed that.

Private Wealth Management For Everyone

We combine investment management with comprehensive financial planning to give you the best in private wealth management.

In the late 20th century, I served the ultra-wealthy and business elite at a New York City hedge fund and at Stern Stewart & Co. – the EVA Company. Then, after the dot com stock market crash in 2000, I left Wall Street to serve individuals and their families.

Did you know that the average investor lost nearly half of her savings in the two market crashes in the first decade of the 21st century (2000 and 2008)?

The ultra-wealthy came out just fine. Why? The rich have better investment solutions than the rest of us….until now. We have changed that.