We are an investment advisor registered with the SEC that specializes in income solutions using closed-end funds
"Compound interest is the eighth wonder of the world. He who understands it, earns it... he who doesn't... pays it."
— Albert Einstein
We care about income as much as you do.
We invest client assets in closed-end funds (CEF) across asset classes using our proprietary investment process.
We work with Registered Investment Advisors, family offices, broker-dealers, corporations, foundations, and affluent individuals to help enhance income and cash flow, manage sector or interest rate risk, protect purchasing power, and improve diversification.