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At a Glance
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Separately Managed Accounts

We manage over $300 million in separately managed accounts on behalf of high-net-worth individuals, families, and trusts. 

Our flagship investment strategy is a 30-stock U.S. equity portfolio modeled after our private investment fund. 

Prospective clients can open an account with us in two ways:

  • Sign up within 5 minutes on our investment app, Avidus.


Contact Us

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