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 Passion for the Financial Markets
Perspectives shaped by experience.
Portfolios built from unique insights.
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.
Market perspective
Across market cycles
More than 20 years of experience navigating significant bull and bear markets through multiple investment cycles.
Security research
Research with depth
Time and attention focused on global markets, individual security selection and the CEOs leading each company.
Client relationships
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