Once a Millionaire, Stay a Millionaire.
Our philosophy is informed by our background in the technology space. In venture capital and at technology firms, we have seen myriad examples of significant paper wealth evaporating due to improper planning, or lack of expertise in quantifying and managing risk.
Having experienced concentration risk in our own portfolios, our advisors are well-versed in strategies to hedge this risk. Our goal is not to maximize expected return (which brings with it higher volatility), but rather to maximize the clients’ odds of reaching their goals. This focus on correlations, variability and outcomes stands in contrast to more product-oriented philosophies that fixate on backward-looking returns.
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