about

Mission

Assist clients in integrating and embracing the Bitcoin ecosystem. We encourage people to build a better future by pursuing sovereignty, virtue, and adopting new technologies

Vision

Our clients discover what funded contentment means to them and are inspired to enrich their communities, spirituality, and individual freedoms

WHAT WE STAND FOR

DIGITAL FREEDOM ADVOCACY

We champion open-source software as free speech, emphasize privacy rights, value security through proof-of-work processes, and promote access to decentralized networks as fundamental human rights

Seek Excellence

We emphasize leading by example, ground decision-making in moral and ethical reasoning, advocate for merit, and embrace a lifelong pursuit of devotion

INDIVIDUAL RIGHTS

We support extensive personal freedom and emphasize the importance of sincerity and originality, believing that genuine actions foster a culture of virtue and personal integrity

EFFECTIVE ACCELERATION

We encourage the pursuit of knowledge through innate curiosity, believing it is vital for sustaining, enriching, and advancing the human experience

Investment Thesis

Our investment thesis centers on bridging the gap between a Bitcoin standard and traditional finance. Our solutions aim to counter inflation, optimize for tax efficiency, and align with our core values

Key Principals:

Tax-Efficient Asset Allocation

We strategically position assets with the goal of maximizing tax savings, utilizing tax-advantaged accounts and tax-efficient investments

Inflation-Hedging Strategies

We focus on non-correlated assets that are historically known to withstand inflation, with the goal of enhancing long-term value

Diversification Beyond Traditional Assets

Our portfolios blend traditional and alternative assets for broader diversification and unique return potential

Rigorous Due Diligence and Risk Management

We evaluate investments by focusing on the portfolio's overall risk-return profile, which includes continuous monitoring and strategic rebalancing

Long-Term Perspective and Active Engagement

We maintain a long-term outlook to leverage growth in transformative technologies and actively engage in helping clients make informed financial decisions

My work focuses on bridging the often-disparate worlds of tradition and innovation. I seek to offer my clients and peers a fresh, informed perspective on wealth management. I am interested in the intersection of behavior, incentives, and markets. My thoughts are inspired by the works of Srinivasan, Booth, Alden and many more. My values stem from my Christian faith. My hobbies, marriage, and involvement in communities keep me inspired. To stay active, I enjoy skiing, golfing, camping, and hunting. #1 YIMBY and urbanist.

MEET THE FOUNDER

WYATT O'ROURKE

GET IN TOUCH

Get started today.