Join the team that is redefining the Portfolio Management Process

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Our Culture

We are one team that works together to help our clients Be Better. This requires teamwork, grit, imagination, and passion. Our founders have built a team culture of fun-loving nerds who enjoy solving Mensa Brain Teasers, playing a game of chess, or discussing an esoteric article about investing. We love getting better, so we can help clients Be Better by leveraging data and disciplined processes. Our clients' success is our success, and we will not rest until we see them thriving.

Our Personalities

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Alpha Theory by the Numbers

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