Our Services

Private Investment Partnerships

Hedge Funds

Our investment strategy is deeply rooted in our belief in the philosophy of value investing.  Originated by Benjamin Graham and notably utilized by Warren Buffett, value investing is the art of purchasing assets at deep discounts to their intrinsic value.  Our investment domain is the small and micro-cap securities market. We focus on analyzing securities that do not have wide analyst coverage. We have an meritocratic incentive structure that requires us to generate a certain level of performance before we are eligible to receive fees.

Private Equity Funds

An investment in a carefully selected set of private businesses presents investors compelling opportunities to achieve anomalous rates of return, without subjecting the investor to outsized amounts of risk.  Our team is focused on a very narrow segment of the private business landscape where we believe we have a competitive advantage in generating prospective deal flow, as well as managerial and financial expertise.  When combining these factors with our value investment methodology, we end up with a strategically structured portfolio.

Wealth Management

Separately Managed Accounts

We manage the following investment vehicles:

  • Simple, Roth, Traditional, and SEP IRA
  • 401(k) and 403(b)
  • Brokerage and Trust Accounts

What makes us different?

  • We do not offer prefabricated portfolios.  Each account is specifically customized for the investor.  We do not use mutual funds or any high-operating cost funds; instead we create portfolios through a combination of ultra-low cost index funds and carefully selected individual securities.
  • If the investment account loses value for the year, we do not assess any fees.
  • We advise our investors on assets outside of our management, free of charge.  (real estate, interests in private businesses, etc.)
  • We build and distribute a Household Financial Model in Microsoft Excel for each prospective investor at no cost.



EB-5 Investment Management

Playa Vista Regional Center

Our USCIS-approved EB-5 Regional Center (RCID:1527453257) provides investors access to exclusive EB-5 commercial real estate development projects. Our philosophy with respect to selecting projects is simple: we are looking for projects that will provide two outcomes:

  1. Compelling returns without subjecting the investor to asymmetric levels of risk, including the on-time or early return of the investor’s money, with interest
  2. Successfully execution of the development of the project in order to position the investor to receive their Green Card as soon as possible.

Available EB-5 Projects

The Palm Coast Luxury Apartment Complex

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