ABOUT US

We are an investment advisory and financial consulting firm, based in San Francisco, California. We focus on the technology, fintech, cannabis, and alternative investment fund sectors, and we are constantly searching for various disrupting propositions.

OUR SERVICES

Wealth Management and Investment

  • Strategic Financial Planning

  • Asset Allocation

  • Public Equity and Bond Manager Selection

  • Alternative Manager Selection (private equity and debt, venture capital, real estate, hedge funds)

  • Portfolio Construction

  • Single Stock Risk Management

  • Portfolio Risk Management

  • Asset Protection and Insurance

  • Family Office and Wealth/Investment Education

  • Strategic Trust and Estate Planning

  • Strategic Income Tax Planning

  • Counsel on Development of Philanthropic Strategies

Representation

  • Execution of Purchase/Sale of Major Assets
    (e.g., homes, planes, etc.)
  • A Negotiator on Current Business Enterprises
  • Institutional Interface for Philanthropic Gifts

Options and Put Protection

Aureate Crash Protection Protocol (CPP)

  • Portfolio and Single Stock Position Hedging using Put Options

  • Similar to Hurricane Protection for your Florida Beach House

  • Allows clients to take additional single position risk allocation while mitigating volatility during market crashes

  • See the thesis and metrics here.