About Us

“Highest caliber professional investment talent, combined with state of the art technology.”

Founded in 1999 and serving high net worth private clients and institutional investors, we were dedicated to providing our clients with a world-class experience in the management of their wealth by delivering strong, risk-adjusted returns together with the highest level of personalized client service.

We now operate as a private financial office.

Our objective is to reduce risk by being able to detect major shifts in the market’s direction and momentum early in the market cycle. By doing so, we position portfolios to benefit from the changes in the market climate. Our management provides portfolios with full-time oversight, backed by 50 years of experience in financial markets and a risk-adverse philosophy that seeks to profit from both up and down markets.