Investment Management Reimagined

This picture is shaped like a phone. It is showing a great quantity of money located on a Taylor Hoffman investment account

We partner with you to build your wealth and coach you through different life stages, all from the convenience of an elegant mobile app.

Early investors will be invited to our annual Investment Conference

Don’t settle for confusing investment products developed by Wall Street. Directly invest in a portfolio of the most remarkable businesses in America.

A picture that includes image and text. A card with the clients face, full name, age, number of accounts, how much have they invested and their profit

What we invest in

Grow your money with some of the best companies in the world. Our portfolio managers use decades of experience and a proprietary investment approach to find the highest quality companies to make your money work harder.

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Characteristics of a Great Business

Sustainable Moat

Companies that are dominating and growing their market share will benefit from superior unit economics over the long-term. We want platform companies that create a network effect as they grow.

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Strong Balance Sheet

Growth Opportunities

Attractive Valuation

Top-Notch Management

High Returns of Capital

How we invest for you

Active Investment Management

Decades of experience and a proprietary model in the palm of your hand
Investing on Autopilot

Option to set monthly deposits that make your money work for you
Establish Goals

Name accounts in a way that makes sense to you
Fully Transparent

No hidden fees, we charge a flat 1% management fee
Real-time Updates

View your portfolio, receive stock market updates daily

We are your financial coaches

We partner with you to build your wealth and coach you through all your life stages.

Investment mogul Warren Buffett beautifully captures the most crucial step in creating wealth; starting early. Most financial advisors only manage money for people that have already accumulated most of their wealth. We are here to accumulate your wealth for you.