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Our services are designed to advance investing strategies for clients who meet the following criteria

Analytical Sophistication

We previously only worked with individuals with advanced quantitative backgrounds. Based on demand, we are now open to working with a limited number of clients with non-quant backgrounds provided they are covered in awesome sauce.


If you can allocate some money to investments on a recurring schedule, you can implement our individualized recurring investments recommendation

10+ Years from Retirement

We work with clients who are at least a decade away from retiring, allowing us to develop comprehensive strategies that align with your longer-term financial objectives

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