Our Principles
The beliefs that guide every portfolio we build.
Since 2002, one commitment has never changed. Your values and your investments belong in the same portfolio.
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Since 2002, one commitment has never changed. Your values and your investments belong in the same portfolio.
It’s the standard our founder set on day one, and the one we still measure every decision against, from the portfolios we build to the conversations we have around the table with clients.
Everything you may want to know before we sit down together. If your question isn’t here, we’re one call away.
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We are an SEC-registered investment advisor based in Tyrone, Georgia, serving families and institutions since 2002. We integrate investment management, estate planning, and tax planning into one unified approach to wealth.
It means your portfolio can reflect your convictions. We implement positive and negative screens to include companies that align with your values and exclude those that don’t, without abandoning the discipline of sound, research-driven portfolio construction.
We serve individuals and families seeking comprehensive wealth management, as well as organizations that need an outsourced chief investment officer (OCIO). Qualified clients can also access private equity, private real estate, and private debt funds alongside traditional portfolios.
We employ the same methods as some of the largest endowments and pension plans in the country. Our portfolio construction is grounded in academic research and refined through more than 50 years of combined, real-world portfolio management experience.
The Archalos Fund is our flagship values-based strategy: a focused portfolio of companies selected for strong character, culture, and financial strength. Learn more at archalos.com.
It starts with a conversation. Reach out through our contact page or call us at 678-216-0795. We’ll listen first to your goals, your values, and your circumstances, then show you exactly what working together would look like.
You’ve spent decades building your wealth. Schedule a complimentary consultation or request a no obligation second opinion on your portfolio. We believe in conversations, not sale pitches.
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