We are an investment adviser for everyday folks. Our mission is to offer a low minimum, low fee, and premium investing experience so anyone can invest like a pro without having to learn finance jargon!
We strive for exceptional risk-adjusted returns. We are fully transparent and pragmatic in educating our clients about how and what we invest.
Everyone deserves access to proven financial tools. We work to break down barriers so you can invest with confidence and avoid painful trial and error.
We will deliver borderless access to a premium investing experience to clients all around the world so that anyone can achieve real wealth creation.
We aim to appreciate your capital and help you feel great about your financial future. We believe in sharing our thought process with you every step of the way - transparency is key. Learning how and why we do things helps you to understand and be confident in your investment. Dig deeper here.
Chuk is an engineer at heart and has spent the majority of his career at the cutting edge of computer architecture - working for the top tech firms like Intel, Qualcomm and Samsung. He holds an MBA from the University of Texas, McCombs School of Business where he served as lead portfolio manager for the McCombs MBA Investment Fund that actively manage multi-million portfolios.
Lou is an economist and served in the U.S. Army as a MEDEVAC pilot. He holds an Economics degree from Duke as well as an MBA from the University of Texas, McCombs School of Business where he was actively involved with the McCombs MBA Investment Fund. He is a CFA Level II candidate.
Lami has spent the majority of his career analyzing global macroeconomic trends. He brings a highly technical background in mathematics and physics to the team and his contributions to the Xantos Labs investment framework were invaluable. He earned his PhD in Economics from the University of Rochester.
Dipo has focused his career on the process of solving everyday problems systematically – at top tech firms like Intel. He helped the team refine the process of systematic asset picking to attain superior returns. He has a Masters in Engineering from the Rochester Institute of Technology.