Investment Philosophy Consulting
One-on-one conversations that build investment principles of your own
About the service
We offer one-on-one consulting focused on investment philosophy. Your consultant will not diagnose your existing portfolio or give buy and sell advice. Instead they help you:
- Articulate the values and risk boundaries you actually care about
- Identify blind spots and short-term emotional interference
- Build a list of decision principles you can hold to for the long run
- Recalibrate at the philosophy level before a major allocation decision
Two formats are available:
- Per session: a 90 minute in-depth conversation
- Annual subscription: unlimited sessions while active, priority booking, and follow-up support through the subscription period
Per session
For those who would rather start with a single in-depth conversation. Each session is followed by a short written summary of the principles discussed.
USD 500 per session
Book nowAnnual subscription
Unlimited sessions while your subscription is active, plus priority booking. After subscribing you gain access to a dedicated video meeting system to book times and consultants.
USD 1,380 per year (unlimited sessions while active)
SubscribeBook a session
Buy a single session or annual consulting, then choose a consultant and a time under “My consulting”. Already bought? Book now.
Book now