AAPL
182.63
+1.25%
MSFT
415.32
+0.78%
AMZN
178.75
-0.32%
GOOGL
142.17
+1.05%
META
474.99
+2.15%
TSLA
175.21
-1.45%
NVDA
824.18
+3.27%
BRK.A
613,953
+0.15%
AAPL
182.63
+1.25%
MSFT
415.32
+0.78%
AMZN
178.75
-0.32%
GOOGL
142.17
+1.05%
META
474.99
+2.15%
TSLA
175.21
-1.45%
NVDA
824.18
+3.27%
BRK.A
613,953
+0.15%
Investment Performance
Market-leading
financial results
Our investment strategies consistently outperform market benchmarks
+5.3%
Annual Return
24.8%
+12.5%
Assets Under Management
$2.4B
+18.2%
Client Growth
12,500+
-0.03%
Expense Ratio
0.12%