Preserving Relative Value
We care about the the future: a future where the utility of wealth is preseved.
We believe in not putting the cart before the horse: wealth has a purpose, achieving this goal is our first concern.
Welcome to a WORLD of ESSENTIALS
Relative value Preservation & Growth
In our framework the purpose of saving, or hoarding wealth, is to delay its conversion into a specific utility. The purpose of wealth growth however is to increase the power of conversion into utility.
Relative value intervenes upon the execution of the conversion process. As for our priority, first things first: preservation is all about upholding that power of conversion. Our method goes through 3 major steps:
1. Identify with pin point accuracy the utility foreseen
2. Design an adequate or ad-hoc measure of this utility value
3. Design a liquid asset portfolio which value tracks the ad-hoc measure
Discretion
Trust
Commitment
IDENTIFY & Plan
Client’s purpose
Wealth utility function comes in many flavor, be it to secure a future standard of living, safekeeping an access to investment opportunities, or even generational tranmission.
FINANCIAL TAILORING
A measure for success
Our design is unique and tailored to a purpose: your purpose. Brush strokes and vagueness are of seldom use in the trenches, we design objective tools to fight with.
Managing
Wealth Management
We are in for the long run, alongside you in the trenches, with “skin in the game”, we advise on the best course for your wealth but we ARE NOT providing wealth management services ourselves.
One Size Fits One
A Rationale Matching YOUR goal
Our ad-hoc measure is at the center of our methodology. Constantly under scrutiny it materialises your purpose in an easy to monitor index.
How We Work. Our Mission & Values
We work on a one on one basis. Our mission is to provide easily accessible relative value preservation strategies to consider growth in due course.
Whatever the narratives, the storylines, the trends and fads, we are keeping a solid stance, eyes on the horizon. The wind might blow a tree out in the sky but gravity always applies. Before betting how high the tree will go, we first make sure it will not land on our head. Then we might take bets from the warm safety of a bunker house.
