Peter Hughes, CFA, CEPA® | Chris Stevenson, CFA

We are accomplished investment managers with over three decades of industry experience.

We work with professionals and entrepreneurs to help them grow and protect their wealth and freedom. We specialize in helping our clients navigate liquidity events and exits.

We recognize that each of our clients have unique financial goals and risk tolerances, and tailor our investment approach to meet their specific objectives.

We maintain an unyielding focus on risk management, and mitigate potential downside by underwriting every investment using a refined risk/reward framework.

We adhere to the fiduciary duty of loyalty and care and are legally bound to put our clients’ interests first.