OUR MISSION:
 
A  evolved from three principles that are at the very core of wealth accumulation: asymmetry, antifragility and compounding. Our singular focus is to prudently accumulate wealth for clients over time. This outcome is possible if portfolios are constructed  to survive and thrive in all market cycles. Individual risk tolerance, capital needs, personality traits and realistic market expectations are critical to making good long term investment decisions in any environment. A  can replicate any existing equity index or ETF, build custom indexes with factor tilts to accommodate client preferences, and help clients construct custom portfolios to suit every client's unique profile. We can also actively manage a portion of clients portfolios to capitalize on unique opportunities that inevitably occur in all market cycles, all for a minimal cost of 40 bps., which is cheaper than most ETF's. This cost will likely be fully funded from our platform at Interactive Brokers, which currently pay 4.58% interest on cash balances.  

Ultimately, responsible portfolio construction requires comprehension of the nature of investment cycles and the value propositions linked to those ebbs and flows. Avoiding mistakes at market inflection points is absolutely critical to long term success. Market sentiment, intrinsic value and a deep understanding of competitive advantage are critical elements to this process. A  will always seek to understand and be mindful of areas of pain and neglect, which can be institutional in nature or driven by the natural phenomenon of investment cycles. This requires exercising caution and discipline in frothy markets, and conviction in periods of distress.  This does not mean that portfolios will not be exposed to capital loss, rather, that over multiple years they should not be exposed to suffering from appreciable loss.