Separately Managed Account

We offer investors a concentrated, non-diversified, long-only equity strategy through a separately managed account that employs an investing approach focused on purchasing securities at a significant discount to a growing intrinsic value. You will have direct ownership of the underlying securities in your portfolio which will provide additional control and transparency with regards to customization and tax-loss harvesting. We use Interactive Brokers as our custodian and investment minimums may apply.

For inquiries, contact us at or (617) 401-7515.