What we've learned from 40 years of investing

The information on this site is targeted towards families with a net worth of $10M - $50M. The goal is to provide information about investment strategies to help you maintain and conservatively grow your family’s wealth. There are articles on Risk Assessment, Portfolio Management, Alternative Assets, Leverage and General Information about financial products. I have 2 kids, both very smart, one is a quant analyst for a hedge fund, the other actively manages a small portfolio. These are topics I discuss with them in preparation for when it will be their responsibility to manage and protect our assets for the next generation.

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Portfolio Management