Your plan comes first.
Every venture opportunity gets weighed against your whole financial picture before we bring it to you. If it doesn't fit, we'll say so. “No thanks” is always a perfectly good answer.
Wealth and venture, one team
Build the base.
Back the bets.
Disciplined long-term investing and venture opportunities, from two specialists who work as one team.
The problem
Most advice makes you pick a side.
One advisor says speculation is reckless. Another says index funds are boring. Real life usually needs a bit of both, in the right proportions, for the right reasons.
The base
The money you can't afford to get wrong.
A disciplined, long-term plan: actively managed portfolios, financial planning and tax-aware investing.
How we build the base →The bets
The money with room to swing.
Access to venture opportunities such as private placements, flow-through financings and new issues, sized to fit your plan.
How we back the bets →Two specialists. One conversation. No side to sell you on.
What's your mix?
Everyone's balance looks different.
Slide to explore, then take the one-minute quiz to see where you might land.
BaseBets
Mostly base
A strong foundation comes first. Let's make sure it's built right.
How we work
No fine print. Just how it works.
Two specialists keeping each other honest.
Chen brings the venture opportunities. Max makes sure your foundation can handle them. Neither of us is incentivized to win the argument, so you get both sides of it.
We'll tell you how we get paid.
Before you invest, you'll know what it costs. Fees on new issues are shown in the offering documents and on your trade confirmation, and you'll get an annual report of what you've paid.
If there's a conflict, you'll hear it from us first.
We also help companies raise capital. When we have a relationship with a company we're showing you, we'll tell you upfront, explain what it means, and you decide. Taking part is never a condition of working with us.
Clients first, always.
When new offerings are available, private placements included, clients get first access, before we or anyone else at the firm can take part.
Straight talk on risk.
Venture investments can go to zero. We think they belong in a portfolio only in amounts you could live without, and that's how we'll help you size them.
The team
Two lenses. One plan.
“Is this opportunity worth the risk?”
“Can your plan carry it?”
Start the conversation
Let's find your mix.
A complimentary 20-minute intro call. No strings, no commitment, just a friendly chat to see if there's a real fit.