top of page
At a Glance
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 Austin Fockler at email@example.com to have us set up an investment account for you at Charles Schwab.
bottom of page