About Us

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Our purpose is to be a family-owned, long-investment trust focused on publicly traded equities undergoing transformational change towards the new economy.

We are equally committed to sharing free financial education while operating through our family founding principles: Honesty, Integrity, Loyalty, and Good Name.

Neil is available for public speaking engagements and offers personalized services for designing investment portfolios tailored to High Net Worth (HNW) or Ultra High Net Worth (UHNW) individuals, charging a one-time fee of 1%.