THIS IS OUR STORY

WHAT WE DO

We look for the toughest investment problems which, if solved, will have a dramatic impact on investment returns. We then use technology, out-of-the-box thinking, and passion to solve them. Our products are mission-driven and our team is dedicated to exploring areas of the investment frontier that the financial establishment is overlooking.

We do not accept the notion that investing is an inherently frustrating and disappointing experience. We believe that with the right people and technology investing can still be a fruitful and enjoyable endeavor.

WE VALUE

We Value
We Value

WE VALUE

RELATIONSHIPS

WE VALUE PEOPLE ABOVE FINANCIAL MEASURES

We want authentic relationships with our clients and teammates. Investments bring profits, but relationships bring meaning.

STEWARDSHIP

“FIRST, DO NO HARM”

As good stewards, we test every investment opportunity against the First Principle. Guarding against permanent capital loss is primary and takes precedence over the pursuit of profits.

LOVE

WE ADHERE TO THE GOLDEN RULE IN ALL WE DO AND IN ALL OF OUR RELATIONSHIPS.

We believe that the best criticism of the bad is usually the demonstration of the good. In other words, we lead by example and look to improve ourselves before finding fault in others.

BEING UNCONVENTIONAL

TO ACHIEVE UNCOMMON RESULTS WE MUST DO UNCOMMON THINGS

Convention, therefore, is the enemy. It is the surest path to mediocrity and complacency is to be guarded against at all times. We courageously take the road less traveled with the support of clients who share this belief. If most people do not view our investments with an initial sense of bewilderment or incredulity, we are probably doing something wrong.

FAMILY

WE BELIEVE THAT PEOPLE PERFORM BEST WHEN THEIR WORK LIFE ENHANCES THEIR LIFE AT HOME

For that reason, we encourage our people to work from home or outside the office, take vacation, travel, and pursue outside interests.

EXPLORING

BECAUSE THE VERY BEST INVESTMENTS EXIST IN OBSCURE PLACES

We explore the financial frontier off the beaten path, and away from the crowds. By continuously exploring the world of finance, often with the use of technology, we enrich the lives of our clients, grow our business, and grow ourselves.

CONSCIENTIOUSNESS

DETAILS MATTER TO US

“For the want of a nail the shoe was lost. For the want of a shoe the horse was lost. For the want of a horse the rider was lost. For the want of a rider the battle was lost. For the want of a battle the kingdom was lost.”

POSITIVE WORKPLACE

A CULTURE OF GRATITUDE, ENTHUSIASM, GROWTH, TEAMWORK, AND FAITH

Having a positive workplace is critical to our long- term success. We look for teammates and clients who value these qualities.

SIMPLE LIVING

TO INNOVATE WELL, WE MUST MAINTAIN AN ENVIRONMENT WHERE WE CAN THINK CLEARLY, LIVE SIMPLY, AND RELATE WELL.

By exploring and innovating, we create a safe harbor that protects our company and our clients from the brutal competition that exists in the world of finance. Our location in the Texas Hill Country supports a simple and grounded lifestyle.

COMMUNITY

WE POUR BACK INTO THE TEXAS HILL COUNTRY COMMUNITY

We do this through providing local jobs, individual mentoring, and charitable giving.

Why We’re Here

WHY WE'RE HERE

The investment Big Bang is at hand. Technology is dramatically changing the world of finance and opening up new and better sources of investment returns. Yet, most investors continue to rely on the same financial products that were around when Columbus discovered the New World. Our mission is to place our clients at the forefront of financial innovation so they can achieve better investment returns.

Where We’re Going

WHERE WE'RE GOING

We are explorers and problem solvers at heart. So we plan to go where we are needed most. We have no intention of selling “me too” investment products like stocks, bonds or mutual funds. We believe that superior returns are best found in areas that are unknown or unavailable to the investing public. By embracing innovation and technology, we intend to discover those investments and bring them to our clients.

Meet our team >