Across market cycles
More than 20 years of experience navigating significant bull and bear markets through multiple investment cycles.
Established 2002 · Charlotte, North Carolina
Independent thinking
for changing markets.
Investment management for high-net-worth individuals and families—more than 20 years navigating the financial markets.
A different orientation
Investment-led.
Independent by design.
We build individually managed portfolios around each client’s objectives, emphasizing direct security selection, global opportunities and a disciplined view of economic growth, inflation and risk.
Research with depth
Time and attention centered on global markets, individual security selection and the CEOs leading each company.
Personal by nature
A boutique relationship, thoughtfully tailored portfolios and direct access when perspective matters.
Principal
Joseph R. Gregory Jr.
Experience
25 years
Investment management
5 years
Private equity focused on the technology sector
Education
Undergraduate degree · Wake Forest University
Graduate degree · Vanderbilt University