top of page
At a Glance
Untitled design (31).png

Separately Managed Accounts

We manage over $400 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. 

To learn more fill out our contact us form or reach out to our Relationship Manager, Austin Fockler at

Contact Us

bottom of page