Optimizing your money for the long haul.

You only get to keep, spend, or bequest net returns, so the focus of investing should always be on maximizing net returns. Buying the right type of investments, putting them in the right type of accounts, and following the right draw down strategy in retirement is the key to maximizing your after-tax returns.

Our investment philosophy has been shaped by decades of academic research. We believe public markets are efficient. That means you can't beat the market via stock-picking or market timing. We believe that active management practiced by traditional stock pickers is futile, if not an absurdity.

But it doesn't mean you can't beat the market.

We add value by building portfolios that target higher expected returns in a cost-effective manner. Through a dynamic investment process that integrates research, portfolio design, portfolio management, and trading, we manage the tradeoffs that matter for performance - balancing competing premiums, diversification, and costs.

As a professional athlete, you already understand the power of access—whether it’s to elite training, top coaches, or exclusive opportunities. The same principle applies to investing. By leveraging private market investments in venture capital, private equity, and real estate, you gain access to opportunities that have historically outperformed public markets.¹

1: Cambridge Associates confirms that private investments have consistently outpaced public equities, making them a critical tool for financial success. https://www.cambridgeassociates.com/insights/private-investments/