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
Founder
John Snyder, CPA
Partner
Ivan Lucuk
Client Advisor & CCO
Henry Park
Senior Analyst
Youen Rouille
Operations