Our services

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.

Aerial view of farmland
01Agriculture

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.

FarmlandGrain storageAgribusiness equity
Stock market chart showing upward trend
02Stocks & Equities

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.

$250k minimumDiscretionaryQuarterly letters
Oil pump jack silhouette at sunset
03Oil & Gas

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.

Royalty interestsMidstreamAccredited investors
Modern apartment building facade
04Real Estate

Real Estate

Direct commercial property and REIT allocations chosen for durable, contracted cash flow over speculative ground-up development.

Commercial propertyREITs$1M minimum
Bitcoin cryptocurrency coin
05Cryptocurrency

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.

BTC / ETHCold custodyCapped allocation
Who we serve

Built for four kinds of clients.

01

Individuals

Executives and professionals consolidating scattered accounts into one coherent, tax-aware portfolio.

02

Multi-generational families

Households coordinating wealth transfer across two or three generations without losing a shared strategy.

03

Foundations & endowments

Boards that need a defensible, published investment policy and reporting their committee can actually use.

04

Independent advisors

RIAs who want institutional-grade portfolio construction support without outsourcing the client relationship.

In practice

A few situations we've worked through.

Case 01

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.

Case 02

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.

Case 03

Three generations, one shared account structure

Coordinated trust structuring across grandparents, parents and adult children into a single reporting relationship.

Not sure which fits?

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.

Talk to an advisor