We create customized portfolios tailored to your unique situation.
We take into account your goals and preferences with respect to capital appreciation and risk tolerance, your cash flow needs, and your exposure to all asset classes including early stage investments and cryptocurrencies.
We regularly monitor economic and market data and rebalance your portfolio when appropriate as the overall investment environment changes.
We perform due diligence of angel investment opportunities, which includes meetings with management, industry analysis, and an extensive review of the business model.
We’ll also help you invest in early-stage funds. As part of our due diligence process, we’ll interview fund managers on your behalf, review the fund's investment strategy and background, and analyze its portfolio.
We offer investment strategies that combat climate change, create more equitable outcomes, and improve the health of all beings.
