Get to Know Us

Why Get to Know Us?

Since our inception in 1999 we have strived to deliver significant, after-tax, real rates of return while outperforming our benchmark the S&P 500.

Over the past 23 years we have achieved this objective**. We are opportunistic investors and employ no marketers or salespeople. We and our families invest over $30 million alongside our clients in the same strategies and investments. We believe that a “skin in the game” approach is critical to aligning interests. We put our business and personal assets on the line with each investment we make for clients.

Our business is simple: deliver the results and service that we expect ourselves as investors. When our clients win, we win.

**See Disclosure on Model & Benchmark

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