Investment Management

“For every complex problem there is an answer that is simple, clear, and wrong.”
— H.L. Mencken

In our cultivation of growth and careful preservation of capital we consider the below asset classes, products, and strategies.

  • Stocks

    • US Large Company

    • Europe and Japan

    • US Real Estate

    • US Small Company

    • Japan Small Company

    • Europe Small Company

    • International Real Estate

    • Emerging Markets

    Bonds

    • Cash/CDs/Money Market/T-bills

    • Sovereign Bonds

    • Government Agency Bonds

    • US Municipal Bonds

    • US Investment Grade Bonds

    • Corporate Bonds

    • Europe Investment Grade Corporate Bonds

    • Bank Loans

    • High Yield Corporate Bonds

    • Emerging Market Bonds

    Alternatives

    • Private Equity

    • Private Debt

    • Late Stage Venture Capital

    • Infrastructure

    • Hedge Funds

    • Commodities

    • Cryptocurrencies

    • Exchange Traded Funds (ETFs)

    • Mutual Funds

    • Closed End Funds

    • Individual Stocks

    • Individual Bonds

    • Unit Investment Trusts (UITs)

    • Master Limited Partnerships (MLPs)

    • Non-Traded REITs

    • Annuities

    • Physical Gold and Silver

    • 1031 Exchange/DST

    • Limited Partnerships

    • Foreign Currencies

    • Non US Individual Stocks

    • Asset Class Rotation

    • Sector Rotation

    • Growth Investing

    • Value Investing

    • Thematic Investing

    • Technical Patterns

  • Item description

We are happy to discuss any of the above products or strategies and whether they are appropriate for you given your situation and the current market environment.

You can also read more about our Investment Philosophy.