The "Five Aces"
Fiduciary RelationshipWe are not a broker or commissioned-based sales agent. Client interest comes first and we are only paid by the client.
|
Intelligent InvestingAdding value by sourcing and finding enhanced opportunities while pursuing lower risk. Special skills and expertise in sourcing opportunities in secondary marketable securities.
|
Risk ManagementFocus on permanent loss avoidance and investing with a margin of safety. Additional emphasis on inflation risk, interest rate risk, and liquidity risk.
|
How To Think About MarketsBy embracing volatility and being prepared to capitalize on opportunity.
|
Low Fees and Low Total CostAll fees disclosed, transparent and based on percent of assets. Termination by either party at any time, for any reason.
|
OUR PEOPLE
Michael Anderson
|
Kasey Chapin
|
Taska Cantwell
|
Matt Roby
|
Amy Batta
|