About Us

Whether you are an institutional investor or a parent saving for your daughter's education, virtually all of the media we consume, all of the supporting materials provided by investment companies, all of the research reports, and most of the people from whom we seek advice speak in bips, beeps, alpha and EBITDA.

It might as well be the script for an episode of Lost in Space. No wonder financial literacy is a problem for so many.

We realise that in order to manage investment assets, we need to be aware of deeper goals and objectives. So we need to talk about them, and to do that we have to avoid the jargon-trap and change the vocabulary -- the lexicon -- that we use when discussing investments.