Our advisors sit in Boston and work with households across thirty-one states. Tell us what you are trying to protect and we will tell you what it costs.
Our mandate
Compounding is not a strategy. It is what happens when nobody interrupts one. Most of what gets sold as wealth management is activity billed as insight — a quarterly reshuffle, a new sleeve, a fresh layer of fee. We would rather do less, write down why we did it, and be judged over a decade instead of a quarter. That is the whole argument, and we put it in writing before we take a dollar.
Read the memo
Ingrid Vasquez · Compliance
Your Q3 harvest is drafted. Want to walk the tax lots before I file?
That means publishing the fee schedule in full, naming the custodian, and recording why a position exists before we buy it. Advice you cannot audit is not advice — it is a sales call with better manners.
Fees compound in the wrong direction.
/ 01Idle cash is a decision, not a default.
/ 02The tax return is part of the portfolio.
/ 03A long horizon is the one edge nobody can arbitrage away.
/ 04Partner, Chief Investment Officer
Partner, Co-founder
Chief Compliance Officer
Open roles live on our careers page, including the two we have not managed to fill in a year.
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