Investment Overview
Strategy Description
After working on Wall Street for over 15 years, I joined my father’s RIA firm in my native Minnesota. Our firm manages in excess of $100 million of outside capital. On March 1st , 2020, I launched a proprietary managed account strategy, which clients invest alongside of on a pro rata basis. Through 11/30/2020, the strategy has returned 211.4% net of fees. Additionally, I provide bespoke investment services to a small number of family offices and institutional clients principally consisting of idea generation, outsourced research and consulting. My personal capital is the largest client of our firm.
