We get to know each and every one of our clients very well and strive to be available at all times. We respect your busy life by being available and reducing “phone tag”. We work full-time and are located in downtown Aspen, Colorado, making personal face-to-face meetings convenient for many of our clients. As an independent firm, we can customize any portfolio or performance measurement reporting you may require.


PERFORMANCE: You demand performance. Regardless of how your portfolio is invested, the bottom line goal is to maximize returns and, when necessary, protect against significant losses. Our unique trend-following strategy is specifically designed to accomplish this goal and our performance history is solid. We report performance to you in quarterly reports that are easy to understand. You deserve to know how your portfolio is performing—in dollars and in relation to the appropriate benchmarks. We know from experience that many other firms avoid this simple point.