Our Story
From Wall Street to Main Street
We are H and J— ex-investment advisors with a combined half-century of experience managing investments for institutions and individual clients. We understand that the investment industry thrives on unnecessary complexity and we want to change that.
Our take is simple: show that complexity is nothing more than a convincing con. We have watched countless advisors craft intricate asset allocations, wrapping them in the packaging of "sophisticated diversification.”
But here is what years of experience has taught us—a simple, well-structured strategy achieves the same goals as any complex one. Even better, it requires minimal effort and knowledge. We know that with the right tools, almost anyone can do it.
See how we do it for FREE on our Case Studies page.
Let's be clear—we are not oppose to financial planning. In fact, we strongly advocate working with professionals for crucial aspects for retirement, taxes, etc. These services offer genuine.
However, what happens next is where the system fails you. After your financial planner crafts your strategy, you're handed off to an investment manager who:
🎭 Claims your asset allocation is "customized" (it rarely is)
😵 Drowns your portfolio in complexity (10+ positions across multiple asset classes)
💸 Takes a hefty 1% annual fee (eating away at your returns)
🔄 Creates unnecessary portfolio turnover
📊 Provides complex reports that confuse more than clarify
⚠️ Makes frequent changes that rarely add value
We believe this standard industry practice has outlived its usefulness. In today's world, simplicity isn't just preferred—it's powerful. What matters is having a clear, easy-to-follow strategy that YOU can understand.
Our mission is to share the insights we've gained from our decades in investment management. We are here to show you how to take control of your investment future with structured, low-effort approaches that cut through the complexity.
For any questions please email: j@anti-advisor.com