Our mission is to help clients navigate the turbulent world of stock market investing.
What we do
De Novo Capital serves long-term investors seeking to grow their portfolios. Our strategy can be a good fit for investors seeking to add actively managed assets to an existing passive or indexing strategy, or to diversify among active managers or funds.
The firm prides itself on its position as an outsider in the financial industry. Rather than follow the herd, De Novo Capital uses independence, patience and discipline to take advantage of opportunity when it arises. We only invest where we see value in the market.
Serving our clients:
Unlike many investment advisors, we “eat our own cooking,” with the portfolio manager investing his own assets in the same investments you. Our clients are our partners, and we invest together.
De Novo Capital is a fiduciary, meaning that we must put our clients’ interests first and avoid the conflicts of interest that plague the financial industry. We do not sell you anything and do not charge commissions. Instead, we are paid via a percentage of assets under management which motivates us to protect and grow your assets.
De Novo Capital offers transparency to our clients. You are able to see your holdings and trades and communicate directly with the portfolio manager regarding investments and strategy. We want you to understand what you own and why you own it.
The firm offers discretionary investment management to individuals and institutions of all sizes. All assets are managed using separately managed accounts. De Novo Capital is based in Granite Bay, CA.