Investing is one of the last liberal arts.
I went the other way.
Investing rewards judgment more than memorization, and a feel for how unrelated things connect. You can’t reduce that to a formula or hand it to a machine. It’s also genuinely hard, it never lets up, and you’re judged on it every day.
I don’t outsource the thinking.
I’m not going to quietly park your money in an index so there’s never anyone to answer for it. I’m also not going to fill a portfolio with expensive, complicated products because someone decided that’s what sophistication looks like.
I’ll use private investments when they genuinely earn a place. The label by itself isn’t a reason.
Saying something is private isn’t the same as belonging to a private country club.
On the difference between sophistication and a label
A foundation, and a point of view.
Every portfolio I build has two parts. One is a durable foundation. The other is a set of positions that reflect how I actually read the world.
Enduring capital.
Real assets, sound currencies, and durable stores of value. I put this part together without assuming the next few decades will rhyme with the last few. It’s the permanent core, and it doesn’t move around much.
Conviction positions.
This side grows out of my own research into demographics, geopolitics, economics, and where technology is going. These are long-term views, not trades. I’ll only take a position when the case is strong and I understand it well enough to explain it to you in plain terms.
Planning is half the work.
Good investing needs a plan built around it, and I do that work at every level, from the foundational pieces to genuinely complex situations. When it helps, I bring in a vetted network of legal, tax, and trust specialists to work alongside me. I don’t give legal or tax advice myself.
I treat planning and investing as one job, not a main act and an afterthought. A decision in one almost always changes the other, so I make them together, with the whole picture in front of me.
Begin a conversation
If that’s the kind of thinking you’ve been looking for.
Every new relationship starts with a conversation. Tell me about your situation and we’ll figure out whether it’s a fit.
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