We put the interests of our clients front and center when coming up with a financial plan that is tailored to your goals.
Our founder, Asif Suria, is an investor with over two decade of investing experience and a specific focus on event driven strategies including merger arbitrage, spinoffs, (legal) insider trading, buybacks and management transitions. He was one of the earliest contributors to Seeking Alpha in 2005 and his work has been mentioned in Barron's, Dow Jones, BNN Bloomberg and other publications. His background in technology has helped him build tools that inform his investing process, especially as it relates to event-driven strategies that require updated data and processes. Operating experience as an executive at venture funded San Francisco Bay Area based companies gave him a front row seat to understanding how to build and grow companies.
We want to be your trusted partner to help you achieve your retirement goals by building a custom plan that works for you.
Contact UsWe take our fiduciary responsibility seriously and will always put our client's interests ahead of our own.
Contact UsWe leverage our extensive experience with event-driven strategies including utilizing our custom tools to enhance returns for our clients.
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