One firm, five sectors.
Agriculture, capital markets, energy, real estate and digital assets — every mandate below is run by the same investment committee under the same philosophy.
Agriculture
Direct farmland ownership and agribusiness fund positions selected for durable, inflation-linked cash yield. Farmland has historically moved differently from equities and bonds, which is exactly why we hold it.
Stocks & Equities
A discretionary, concentrated portfolio of 20–35 public equity and fixed-income positions, built around your specific time horizon rather than a model allocation. Our flagship strategy since 2011.
Oil & Gas
Royalty interests and midstream infrastructure positions built for cash yield rather than exploration risk. Sized as a satellite allocation, never the core of a portfolio.
Real Estate
Direct commercial property and REIT allocations chosen for durable, contracted cash flow over speculative ground-up development.
Cryptocurrency
A capped, risk-managed digital asset sleeve held in institutional cold custody — for clients who want exposure without letting it drive the whole portfolio.
Built for four kinds of clients.
Individuals
Executives and professionals consolidating scattered accounts into one coherent, tax-aware portfolio.
Multi-generational families
Households coordinating wealth transfer across two or three generations without losing a shared strategy.
Foundations & endowments
Boards that need a defensible, published investment policy and reporting their committee can actually use.
Independent advisors
RIAs who want institutional-grade portfolio construction support without outsourcing the client relationship.
A few situations we've worked through.
A concentrated stock position after acquisition
Built a 3-year diversification plan around an executive's post-acquisition equity, balancing tax exposure against concentration risk.
A foundation board without a written policy
Drafted and helped ratify a three-page investment policy statement a nine-member volunteer board could actually govern by.
Three generations, one shared account structure
Coordinated trust structuring across grandparents, parents and adult children into a single reporting relationship.
Most clients start in one place.
If you're opening your first account with us, it's almost always a managed portfolio with wealth planning attached. Everything else grows from there.