How are we different

 We pride ourselves for clearly identifying the risk(s) and reward(s) of investments

For us risk is not just an English word with a subjective meaning. For us, risk relates to quantifiable characteristics of a portfolio such as draw-downs and volatility of returns. 

Understanding risk enables investors to make better decisions about their asset allocations.

Our firm's Focus is only on investment management. 

We do not sell products like life insurance, disability insurance, annuities,  non-tradable securities, MLPs etc

Our goal is to help you Buy the right investments and not Sell you anything

We spend considerable time to educate our clients about various investment vehicles, their risk-reward characteristics and tradeoffs 

 We want to make sure that you are clear and comfortable about your investment plan  

We strongly believe that educated investors are likely to have better outcomes through up and down market cycles.