Personal Wealth Coach

Co-founders Jeff and Jake McClure established the firm and oversee its investment approach, with James P. Owen also listed as a principal on the firm's website. Investment decisions are guided by a consistent framework rooted in modern portfolio theory and the Pareto principle, applied uniquely to each client.

The firm designs client portfolios using principles from Harry Markowitz's 1952 paper 'Portfolio Selection' published in The Journal of Finance, combined with the Pareto principle. Each portfolio is treated as a unique entity, constrained by factors such as employer-sponsored retirement plan limitations and existing positions with liquidation restrictions, and is subject to regular reevaluation.

No. The firm operates as a fee-based fiduciary providing financial coaching and personalized investment management to individual clients. It does not serve a single family's wealth and does not present itself as a family office or multi-family office.

The firm has not publicly disclosed an AUM figure, nor has it published total deployment or client count. As a result, its AUM band is listed as Undisclosed.

The firm's stated approach applies broadly to investment portfolio design, including equities and fixed-income components typical of retail wealth management. No venture capital, private equity, or alternative asset stage focus is indicated in its public materials.