Our mission is to create a community of like-minded investors where we create wealth by sharing knowledge and ideas. This, in turn, enhances the quality of life of our investor community by providing them with the convenience of having the time to do the things they truly enjoy. Our investment objective supports this vision by providing easy access to a wide range of high growth investment opportunities.
Our risk management culture and rigorous systems preserve capital while seeking to generate consistent performance. We will rigorously managing portfolio risk and remembering the Buffett rule. “Rule number one is to never lose money and rule number two is to never forget rule number one”
- Calabash Asset Management LLC Asset allocation rules
- Realistic stop loss rules
- Follow proprietary selling rules on when to sell and take your profits.
- Buy mostly in the top six broad industry sectors.
- Select stocks with increasing institutional sponsorship in recent quarters
- Understand the correlation coefficient, of all stocks in the portfolio
Culture of collaboration and transparency – that enables us to be a strategic and solutions-oriented thought partner to our investors, delivering value above and beyond investment returns.
Get the returns you deserve
Our approach to investing can help you earn more per year than a typical investor. Our technology helps make this possible by lowering taxes, lowering fees, diversifying your portfolio, and enabling better investor behavior.
We’re a fiduciary, which means we act in your best interests. We’re not incentivized to recommend certain funds, and we don’t have our own investment products to sell. That means we’ll do what we believe is right for you. We trade our own money in the same funds and stocks in which we trade yours
Complete Account Control
We are not a hedge fund and so we do not take control of your money. You are always in control of the funds in your account. You have complete freedom to withdraw fund, transfer, or close your account at any time.