Reno, NV Office

The firm provides discretionary portfolio management, non‑discretionary portfolio analysis and consulting, and financial planning services to individual and high‑net‑worth clients. It implements client strategies across mutual funds, exchange‑traded funds, closed‑end funds and private funds, and may allocate portions of portfolios to separate account managers when specialized expertise is needed.

Investment approach emphasizes a “SuperDiversification” framework that combines broad asset‑class exposure with charting, fundamental and technical analysis and client‑specific Investment Plans or Investment Policy Statements for many accounts. The firm states an explicit focus on limiting downside in declining markets while participating in gains, and it recommends private funds to eligible clients — including a tax‑lien certificate fund with lock‑ups, limited liquidity and a manager performance allocation — when appropriate.

Notably, the firm maintains formal relationships with other registered advisers: it uses a sub‑adviser to implement a closed‑end fund discount‑capture strategy for some accounts and its principals also act as representatives of a separate registered adviser, which can lead to referrals and coordinated services. The practice is a small, tightly staffed advisory team that typically requires clients to use the firm’s chosen custody platform, a structure that shapes how co‑managed and sub‑advised strategies are delivered.