Who we help
Investing education for every stage of life and career
RetireesIn retirement the biggest risks are running out of money, panicking in a fall and paying too much in charges. A written process for withdrawals, risk…Read more →Approaching retirementIn the run-up to retirement, focus on four things: find and check every pension, cut unnecessary charges, decide how much risk you can genuinely…Read more →Investors in their 40s and 50sPeak earning years are the best time to put structure around your investing: decide what you own and why, how much goes into each holding, and when…Read more →Doctors and medical professionalsMedical professionals often have strong incomes, complex pensions and very little spare time. A short, rules-based investing process that you review…Read more →Lawyers and accountantsProfessionals in law and accountancy often have high but uneven income, partnership capital tied up in the firm and limited time. A written investing…Read more →Senior executives and directorsSenior executives tend to face concentration risk, irregular bonuses, share schemes and limited time. A clear process for diversifying gradually,…Read more →Business and family company ownersBusiness owners and family company owners often have most of their wealth in one illiquid asset. Building a diversified portfolio outside the…Read more →Entrepreneurs after a business saleAfter a sale, the biggest risks are rushing, overpaying for management and putting too much into the next big idea. Take time, hold enough in cash to…Read more →High-net-worth individuals and family officesHigh-net-worth individuals and family offices benefit from a documented investment process: how ideas are found, tested, sized and exited, and how…Read more →Expats and international investorsExpats and international investors face currency risk, different tax rules and platforms that vary by country. A process built on global…Read more →Financial advisers and wealth managersWe support financial professionals with investing education, research tools, weekly market commentary and speaking for client events. The material is…Read more →Hedge funds and professional investorsFor professional investors we offer research discussion, quantitative and systematic investing education, AI-assisted research methods and speaking.…Read more →