Our Missions
Our Mission for Clients
To outperform our benchmark for 5 consecutive years.
Our benchmark is a 50/50 blend of the S&P 500 index (excluding dividends) and the NASDAQ index.
Our Mission for Charity
To perpetually develop and fund solutions to problems such as income inequality, homelessness, hunger, and healthcare.
We donate 5.4% of revenues to charity and will increase this percentage over time.
