Investing at the Speed of Innovation
Innovation
We believe innovation is the key to growth. We invest in disruptive and innovative companies that may become tomorrow's mega trends. Innovation we define as a new or better conceived technology which enables new products or services. Companies that potentially change the world. Our objective is to invest in growth potential businesses that are publicly traded, including ADR's that are traded on the US Indexes, ETF's, and foreign stocks. We own most market capitalizations.
Innovation & AI
We focus on innovation, with the added dimension of artificial intelliegence, a higher potential growth rate, and concentration in the top holdings. Newer companies, relatively unknown by most investors. A typical portfolio manager may own 5% as the top holding, while our current top holding has higher concentration. We own most market capitalizations.
Dynamic Innovation
This strategy focuses on what we consider to be the best of the best companies in the disruptive innovation area. Disruptive innovation is a new or better conceived technology which enables new products or services. Margin is employed on-going to take advantage of price dislocations. We own most market capitalizations.
Individual Clients
Realize potential long-term growth and capital appreciation by owning disruptive and innovative companies - companies which may be the next big thing. The longer the duration of ownership, the greater the potential gains. Longer term time horizon of 3-5 years. Investors that are agnostic to market volatility.
Financial Advisors
Portfolio diversification focused on long term growth and capital appreciation in disruptive innovation. Invest potentially in the most innovative companies in the world. A different alternative to traditional asset management. A proven strategy for clients.
Institutional Relationships
Long term growth that potentially provides significant alpha over traditional investment strategies. A different alternative to traditional asset management.
How accounts are managed.
The client profile has been established, incorporating all investment guidelines outlined in the Investment Advisory Agreement.
Accounts are fully discretionary and managed according to a strategy customized for client.
We exclusively invest in publicly traded stocks, including capital sizes, ADRs, and international stocks (excluding mutual funds and indexesThe aim is to achieve long-term growth and appreciation over a five-year period.
Accounts are maintained with a major custodian: Charles Schwab.
Each custodian offers 24/7 online access and a mobile app.
Account fees are set by the institution, advisor, or client.
Fees are fixed and established through either an asset management agreement or a Sub-Advisory Agreement.
Payments for are made in advance on a monthly basis, or as specified in the Asset Management Agreement.
Fees are automatically deducted by the custodian from the client account according to the fee schedule outlined in the Investment Advisory Agreement.