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We put the long view into focus.

Expect a different kind of wealth management relationship. One that’s built on trust and total alignment. Where we know your priorities, anticipate what’s next, and stay personally involved, always.

wealth management experience
19years
total assets under management
$1.3B
average client relationship
9.4years
Disclosures

All stats are as of 6/30/2026

Our Values

Our values guide every decision.

Since 2007 our values haven’t changed. To this day, they are the lens through which we view every challenge. Our values shape how we think, how we advise, and how we show up for all of our clients.

Integrity

Our commitment to doing what’s right guides every decision we make, shaping how we serve our clients, how we steward their wealth, and how we work together as a team.

Intensity

Our dedication to rigorous, independent research drives us to pursue excellence relentlessly, even when our approach differs sharply from the rest of the crowd.

Intelligence

Our willingness to question every assumption drives us to continually evolve our thinking, adapting as our clients’ needs and circumstances change over time.

Leadership

Our partners are your partners.

As industry thought-leaders, our partners drive the investment strategy, create the standard for client relationships, and set the overall vision for the firm — investing significant personal wealth right alongside yours, ensuring a cohesive and forward-thinking approach to everything we do.

  • Brian Yacktman

    Founder and Chief Investment Officer

  • Will Kruger

    Chief Executive Officer

  • Elliott Savage

    Lead Portfolio Manager

“When it comes to building generational wealth, we believe that slow and steady wins the race.”

Brian YacktmanPresident and Chief Investment Officer