Individual Investment Advisors
Well Reasoned Advice
Focused on Tax Implications
Since 2013, we have been focusing on wealth management though a low-turnover investment process intended to reduce fees and taxes as much as possible. Our goal is to buy great businesses at fair prices, and to hold on to them. We think that our investors are more likely to succeed by predicting the future success of strong, profitable, well-financed businesses than to attempt to time market prices.
- Prior Experience – Si was a political consultant and a manager at Speakman Company, leading its green initiatives. He founded and sold AMAX USA, an evaporative air conditioning manufacturer. He is the major investor in Rukket LLC a sports equipment manufacturer. Si is also on the board of Eleutherian Trust Company, a Delaware limited purpose trust company.
- Education – Amherst (BA, Political Science) and Columbia (MBA)
- Prior Experience – Sam practiced transactional corporate law. He was an operations and finance manager at AmeriStar Technologies, a value added reseller of PC and server equipment, and Fort Hill Company, a web company with an online application designed to enhance corporate training.
- Education – Duke (BSE, Electrical Engineering) and Widener Law (JD)
1301 Walnut Green Road · Post Office Box 4016 · Wilmington, Delaware 19807
Phone (302) 689-3798 · Fax (302) 613-2561
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