About

About Us

Our Investment Company, located in Rockville, Maryland, is a full service real estate company that provides acquisition, development and finance expertise for both commercial and multi-family projects.

Our experience in structuring complicated financial transactions while accommodating diverse partnership interests, has allowed it to achieve over $1 Billion in acquisitions and financing.

  • Wealth Management

  • Business Owners

  • Insurance & Annuities

  • Cash & Credit

Julien Miro

Fund Manager

Joan Williams

Senior Investment Analyst

Benedict Smith

Investment Analyst

Madlen Green

Head of Trading

Our Mission

Our Investment Principles

Our goal is to maximize investor return and minimize any potential loss by applying these principles in a disciplined and pragmatic process. We rely on facts, not speculation to purchase high return, predictable companies at significant discounts to intrinsic values.

Benefits & Risks

Advantages of Managed Funds

The benefits of using managed funds include the ability to gain exposure to different asset classes and market sectors.

  • Diversification
  • Potential wealth generation
  • Cost-effective investment
  • Access to a range of assets
  • Geared exposure
  • Underperforming investments
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We Are Different

  • Economies of Scale

    When you buy shares you have to pay dealing costs and admin fees, which can eat away at the value of your investment.