AAPL182.63+1.25%
MSFT415.32+0.78%
AMZN178.75-0.32%
GOOGL142.17+1.05%
META474.99+2.15%
TSLA175.21-1.45%
NVDA824.18+3.27%
BRK.A613,953+0.15%
AAPL182.63+1.25%
MSFT415.32+0.78%
AMZN178.75-0.32%
GOOGL142.17+1.05%
META474.99+2.15%
TSLA175.21-1.45%
NVDA824.18+3.27%
BRK.A613,953+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%