As your dedicated specialists, we consistently keep a vigilant eye on developments affecting ongoing investments on behalf of our investors. Our clients receive timely and concise reports on their investments through us—often earlier than other investors—along with actionable recommendations for upcoming decisions or votes when necessary. In the rare instances where it proves beneficial, we proactively advocate for our investors’ interests, participate in meetings, provide detailed reports, and offer guidance to ensure informed decision-making.

We recommend only a select few investments. Out of approximately 50 different issuers and around 150 potential investment opportunities each year, we consider only about 5% of the offerings to be truly recommendable. Our current selection of investments has been thoroughly vetted according to our rigorous standards and deemed highly advisable, which is why they consistently stand out. We specialize in investments starting from $500,000.