Our Services

Steady Strider Portfolios

Our flagship equity strategies invest in high quality companies that also exhibit low volatility and and value characteristics, and aims to deliver a smoother ride for investors. On paper, this multi-factor rules-based strategy has delivered alpha over the long term by compounding market-like returns in up years with smaller-than-market returns in down years. Our goal is to deliver this strategy to long-term oriented investors at an attractive fee, so that we can succeed together. We currently offer domestic and international versions of the strategy with market capitalization similar to broad equity indices*

General Portfolio Management

Unsure about which investments will help you achieve your financial goals? Our portfolio managers have long careers in institutional investment and risk management and have deep experience selecting investment managers and strategies. They can help you win by design a portfolio that is aligned with your risk and return objectives.*

*Fees will be individually negotiated based on client size and complexity. For the Steady Strider portfolios over $1,000,000, we anticipate charging 0.50% per annum on domestic portfolios benchmarked against the Russell 3000 index and 0.70% for portfolios benchmarked against the ACWI ex-US index, though this may vary. Past performance is not indicative of future results. All investing is subject to risk, including the possible loss of the money you invest. Investments in stocks or bonds issued by non-U.S. companies are subject to risks including country/regional risk and currency risk. Investments could lose money over short or even long periods. You should expect your account value to fluctuate within a wide range, just as the overall stock market does. Your performance can be hurt if stock prices decline, including cyclical periods of falling prices. Investments in foreign stocks can be riskier than U.S. stock investments because they tend to be more volatile and less liquid. They are also subject to the risks of negative events in specific countries or regions. The factors underlying the specific strategies selected may experience long periods of underperformance, causing results to be less than expected. Additionally, poor security selection may cause underperformance relative to benchmarks or other funds with a similar investment objectives.