What Investing Principles Did We Learn by Golfing at Cruden Bay?

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What We Do For Our Clients

  • We manage money for high net worth families and foundations
  • We work with our clients and their advisors to develop long-term strategies that are designed to work in good and bad markets
  • We simplify complex portfolios and are comfortable in a multi-advisor environment
  • We stand on the shoulders of investing giants and focus on reducing volatility and downside risk, as well as after-tax performance
  • We do not invest in anything we cannot explain simply and clearly to our clients
  • We keep our clients fully informed and our goal is to help them sleep well at night
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What We Do

Investment Philosophy

Portfolio Management

Financial Planning

Family Office Services

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Why Clients Choose Us

Making Your Life Easier

Our proactive communication and innovative technology are tools we use to simplify complex portfolios. We offer a consolidated solution for you to view your entire portfolio, across all relationships, in one place.

By providing you with a clear picture of your wealth and how it’s managed, our goal is to help you sleep well at night.

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How We Work With Other Advisors

We are very comfortable working with other advisors.

We are flexible to take the lead in complex multi-advisor environments due to our experience and use of technology to produce straightforward consolidated portfolio performance reporting.

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Strikes, Bubbles & Arches

What did we learn from Ted Williams, Sir Isaac Newton and architects in ancient Rome?

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Books We've Read

“Read everything you can, the earlier the better. That’s how knowledge works, it builds up like compound interest.”

– Warren Buffett


The story behind our name...

Our Story

Let's Connect

2945 Townsgate Road, Suite 200
Westlake Village, CA 91361


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