About us

We are a registered investment adviser in the State of California. Our background consists of working in the Nasdaq markets with Alex Brown and Sons, trading currencies with Citibank FX Group on Wall Street, working for the proprietary trading group for First Chicago, and managing institutional money for Commodities Corporation (now known as Goldman Sachs Asset Management) in Princeton, NJ.

We have done client work at Merrill Lynch and UBS Advisory before going independent.

What we can do for you

We follow non-traditional paths to extract the maximum returns for your portfolio. Our risk management is sound, and is tailored for each client’s profile. Because traditional investments are becoming more correlated, we feel it is sound to depart from indexes, mutual funds, and hedge fund investments.

Skills

We utilize portfolio construction, equity research, and business investments to help our clients.