• Great 'Under The Radar' Investment Managers;
• Mergers & Acquisitions;
• Private Equity;
• Investment & Currency Strategies...

“Skate where the puck is going to be, not where it has been”
- Wayne Gretzky

In fact, very few institutional investors follow Wayne Gretzky’s sage advice, but those who do are the clear winners.

"Status quo investors usually don't pay attention until it is too late and that's where opportunity lies"

I have a passion for discovering great 'under the radar' investment managers and helping them gain the prominence they deserve. In addition, I help qualified private wealth investors, institutions and consultants focus on suitable alternative investments that will enhance returns while preserving capital in a bipolar economic environment.

"Attractive investment management organizations encourage decisions directed toward creating investment returns, not toward generating fee income for the manager. Such principal-oriented advisers tend to be small, entrepreneurial, and independent."
-David F. Swenson, Yale CIO, in Pioneering Portfolio Management

The new global dynamic calls for some ‘outside the box’ thinking. The trick in shaping the right portfolio is to find managers that will provide true non-correlated diversification around the perimeter of a sound core bipolar portfolio. The objective is to reduce risk, smooth volatility and achieve better than market absolute returns.