Client Letters
2019 Year-End Letter
This letter is also available as a PDF, HERE. January 26, 2020 2019 Annual Letter We completed our first (partial) year as a registered investment adviser (RIA) at the end of 2019. We began our RIA journey offering just one strategy, the Absolute Return Strategy. As the year moved on and I continued to learn more about the advantages of managing separate accounts—as opposed to a fund structure—I realized that we could potentially help clients Read more