Volatility Creates Opportunity

We have years of more than 20 years of experience deploying capital in uncertain times:

• Institutional Investment Management Services
• Protect and Preserve Capital
• Search for Asymmetric Opportunities in North America
• Invest across a lancscape of public securities  
• Seasoned Wall Street Veteran with deep relationships

As an independent investment firm,  we can access many different products to protect and grow capital in dislocated markets. 

We believe in a deep fundamental, bottoms up investment approach with a technical overlay. We understand that liquidity be costly for illiquid securities and can also provide significant opportunity for those willing to respect and provide. We aim to build portfolios to match the risk tolerance and holding period of the institutional investor in the context of today's market volatility. You can count on unbiased and direct feedback on achievability of your goals.

Every day is a new opportunity to apply our expertise on and ever changing landscape. We breeds innovation, a commitment to excellence, and focus on direct, honest feedback. Our mission and values are on display in all facets of business and in the relationships we work to develop and maintain. Call today to discuss more on how we can help institutional clients meet their financial goals and obligations.