Transparent communication and access to decision-makers, allowing clients to understand their investments and strategies.

Focus on long-term value investing, which aims to minimize risks and provide consistent returns even in turbulent market conditions.

Personalized client experience, with tailored portfolios that reflect individual values and investment goals.

Limited regulatory oversight, which may raise concerns about the safety of client funds and accountability.

Some clients report a lack of structure and metrics, leading to potential uncertainty in investment strategies.

High minimum investment requirements, which may exclude smaller investors from accessing their services.