An independent advisor, disciplined steward and fiduciary dedicated to maximizing the probability of successful outcomes for clients.
20+ years of investing experience
Bandon Capital Management - Founder & CIO
Fortress / Logan Circle Partners - Managing Director
Beacon Investment Group - Trader & Portfolio Manager
Arnerich Massena - Senior Analyst
University of Portland - BBA Finance
For investment management and advice based on a percentage of assets managed.
- Your fees are our sole source of income. We work for you not a bank or brokerage firm.
- A minimum annual fee may apply depending on scope of services and complexity.