We seek to deeply understand investing and financial planning. From this deep understanding, we offer unbiased advice because we don’t sell products and are 100% independent. We see our role as helping clients keep it simple, avoid the big mistakes and stick to their plan.

Team

We are an investment manager and thought partner to wealthy families and foundations.

We apply learnings from our time at Bridgewater Associates and Greenline Partners to investing and financial advice. Clients choose us to fortify their portfolios and simplify their financial lives.

Our founder, Maneesh, is an engineer turned investor whose minimalist approach to life carries over to how we operate.

Maneesh Shanbhag, CFA

Maneesh Shanbhag, CFA
Founder

John Snyder, CPA

John Snyder, CPA
Partner

Ivan Lucuk

Ivan Lucuk
Client Advisor & CCO

Henry Park

Henry Park
Senior Analyst

Youen Rouille

Youen Rouille
Operations