Applying the analytical rigor of private equity and hedge fund investing to wealth management
Our mandate is to protect and grow generational wealth by owning monopolistic companies that dominate thriving industries.
We believe traditional methods of wealth management have not evolved to meet the long-term challenges facing today’s clients. Our research-intensive investing approach leverages decades of experience and techniques from premier private equity and hedge funds to deliver a better framework for success.
Comprehensive Solutions to Long-Term Challenges
Capital Preservation & Inflation
As lifespans extend and families grow, the rising cost of living presents a hidden tax that can meaningfully erode savings.
Our strategy respects this reality, and we carefully select high-quality investments that can grow above inflation and thrive throughout economic cycles.
Fiduciary Alignment
Commissions, taxes, expenses, and fees regardless of performance present significant conflicts of interest that can destroy value over the long-run. In addition to serving as our clients’ fiduciary, our fully-committed personal investment forges the client-partner relationship. Given our alignment, we ruthlessly minimize cost frictions to maximize the profits of our partnership.
“Early in my career I was fortunate to have worked at firms that emphasized a culture of integrity – this was a very formative experience for me.
As part of the firm’s culture, the founder insisted on dedicating time to have team lunch everyday. The most powerful advice from those discussions was the importance of partnering with people that you like and trust.
Now that I am the fiduciary for my client-partners, this truth is clearer than ever. I am honored to be in their service and forever grateful for their partnership. The greatest reward above all is the feeling of being trusted.“
– Faris Jafar, Founder & Chief Investment Officer
How to get Started
Step 2: Paperwork
Our fully digital experience allows quick and easy document execution.
Step 3: Fund Your Account
Enjoy maximum flexibility with the ability to fund via cash, portfolio rollovers, and retirement accounts.
Performance-based Fees
As your partner, we believe fees should be earned by delivering results.
Aligned Interests
Our Chief Investment Officer is fully invested alongside our client-partners and has historically reinvested 100% of fees into the partnership.
Cost efficiency
We seek to maximize the profitability of our partnership by minimizing expense and tax friction.
Cash-Like Liquidity
Our highly liquid portfolio allows client-partners to increase or reduce holdings with ease.
Informed Updates
Receive monthly updates on fund performance, quarterly updates, and office hours.
Active Management
Investments are carefully selected and monitored based on a rigorous research process supported by data.
| Focus on High-Quality, Monopolistic Businesses | CIO Fully Invested and Aligned with Clients | Direct Relationship with CIO | 100% Performance-Based Fees | Cash-like Liquidity | Conservative Balance Sheet | |
|---|---|---|---|---|---|---|
| Traditional Wealth Management Experience | N | N | N | N | Y | Y |
| Traditional Private Equity Experience | N | N | N | N | N | N |
| Traditional Hedge Fund Experience | N | N | N | N | N | N |
| Jafar Management | Y | Y | Y | Y | Y | Y |
Setting a Higher Standard
- We leverage our decades of experience in private equity and hedge funds to carefully diligence and curate a portfolio of dominant businesses that are significantly advantaged to win over the long-term. We believe this is a far superior approach than a blind menu of index allocations designed by large institutions and sold through sales reps or exposures to low-quality, speculative bets that serve the short-term interests of the manager at the expense of the client’s long-term objectives.
- Our strategic focus, rigorous fundamental analysis, and active risk management process create the best path to protecting and growing generational wealth. We are personally fully invested alongside our clients and have reinvested 100% of our fees into the strategy every year since inception.
- We believe our client-partnership model benefits from a deep and mutual understanding of our aligned objectives. Our Chief Investment Officer holds regular office hours to ensure an open line of communication and a direct relationship with our client-partners.
- Our personal investment aligns our interests with the long-term objectives of our client partners. As such, we are focused on protecting and growing our partnership’s collective investment rather than maximizing fees in the short-term. To demonstrate our alignment, we believe fees should be earned by delivering performance.
- Life is unpredictable, and we believe wealth should be available to serve the needs of the client at any time. Our strategy respects this reality, and we design our portfolio to allow our client-partners to add or reduce their holdings with ease.
- As fully committed long-term investors, we believe our journey is a marathon, not a sprint. We select investments that can generate multiples-of-money over several years and believe investment returns should be driven by strong business fundamentals, not financial engineering which amplifies fees for wealth managers while increasing risk for clients.