We are an investment manager and thought partner to ultra-high-net-worth families and foundations.

We believe deep investing and financial planning expertise are table stakes for serving sophisticated clients.

We designed our business to eliminate conflicts of interest wherever possible, and that alignment with your success sets us apart.

Team

We developed our investment approach and research capabilities at the world’s largest hedge fund, Bridgewater Associates, and have adapted and applied them to taxable investors since 2012.

The cornerstone of our investment advice is simple beats complex. Portfolios built from a deep understanding of markets and risk management do not need to be complex or expensive to deliver excellent returns.

Our founder, Maneesh, is an engineer turned investor whose minimalist approach to life carries over to how we operate.

Maneesh Shanbhag, CFA

Maneesh

John Snyder, CPA

John

Ivan Lucuk

Ivan

Henry Park

Henry

Youen Rouille

Youen