We Know the
Seat You Sit In.

Most of your net worth sits in one stock you cannot trade freely. Your windows are narrow, your sales are disclosed, and the market reads them. Diversifying is not a decision you get to make casually.

A separately managed account is built for that. You can exclude your own stock, your sector, and anything else your counsel requires, and the rest is managed alongside every other account in the strategy. Nothing about your holdings is discussed outside this firm.

We are assembling a Leadership Council of sitting and former chief executives, invited selectively. Members will add perspective on the craft of running a company, in a structure that asks nothing confidential of them and creates no conflict.

Together with our Leadership Investment Committee and our investigative team, it will carry our diligence past what public filings can show. We accept no company-specific or non-public information from anyone, and Council members will never see our positions.

The Same Strategy Institutions Get.

Advisors allocate capital. Managers invest it. We are the manager, and some investors prefer to come to us directly. You get the same strategy, in the same positions and the same weights, as every institutional account.

Many of our individual investors built something themselves. They recognize this approach because they have spent careers judging people, and they know how much of an outcome rides on who occupies the seat.

Your capital sits in a separately managed account in your name. What we discuss stays between us.

Diligence
You Can Defend.

Your committee was not on the call. Whatever you bring them has to stand on its own: an edge you can describe, a process that repeats, and the operational answers ready before the questions come.

Assets are held in a separately managed account in your name, at an independent custodian: Interactive Brokers, Charles Schwab, or Northern Trust. You hold the account. We manage it. Every account within a strategy is traded pari passu, so no account is favored over another, regardless of size. A high-water mark means you never pay a performance fee twice on the same gain.

We are registered as an investment adviser in the States of Florida and New York, and we act as a fiduciary on every account. We receive no commissions or incentives from any other firm.