We create more certainty and shorten your path to financial independence by providing curated investment opportunities that generate income and build long-term wealth
We are Silicon Valley veterans, each with decades of experience in the fast paced world of technology. We have successfully managed large, high margin P&LsRead More
Although we have enjoyed many professional successes, we recognize there is a lot more to life than a "successful career." For us, success is defined by happiness and security. It's ...Read More
Over our careers, as with most working professionals, we have invested in the equity markets through traditional retirement accounts such as IRAsRead More
We started diversifying our "retirement savings" through the purchase of real assets, mostly outside of our traditional retirement accounts. It became quite clear thatRead More
Our investment experience ranges from traditional growth and value investing in the equity markets to the accumulation of income-generating real assets.
As our friends and family have achieved success by investing along side of us, we want to extend our effort to help even more investors. Our goal is to uncover
Have you ever been to a museum? The Smithsonian, for example. There are a lot of amazing items, all assembled in once place, carefully chosen for us. Who is responsible for bringing those things together and maintaining them? The curator.
Consider ancient Egypt.. There are likely more artifacts uncovered from that period than any of us could take the time to sift through.And most of it might not be very interesting or valuable to us. This is where the curator adds value by effectively filtering those artifacts so that when we walk in we can focus on those well selected pieces that will be meaningful for us. Ancient Egypt comes to life in an instant!
Curating starts with an understanding of the macro economic and business trends that provide the context for investment. We consider a range of data and perspective to help in our selection process, including: