A team built for clarity, security & steady growth.

Our leadership blends institutional experience with modern, data‑driven execution. We keep the process simple, the reporting transparent, and the focus on your long‑term outcomes.

Professional team overlay graphic
Portrait of Alex Carter, CEO
Alex Carter
CEO

15+ years leading multi‑asset strategies and risk governance across public and private markets.

Portrait of Taylor Reed, CIO
Taylor Reed
CIO

Portfolio construction and manager selection, with a focus on quality tilts and downside risk.

Portrait of Morgan Ellis, COO
Morgan Ellis
COO

Process design, compliance oversight, and client operations with measurable SLAs.

Portrait of Casey Lee, Head of Research
christina Lee
Head of Research

Evidence‑based insights, scenario analysis, and stress testing to support decision‑making.

Clarity

Plain‑English updates, downloadable statements, and no hidden fees.

Discipline

Rules‑based allocation, periodic rebalancing, and rigorous review cycles.

Security

2FA, encryption, strict access controls, and audit‑friendly logs.

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