Portfolio Management

Through the utilization of Separately Managed Accounts (SMAs), your investments are tailored to you and you alone — designed and managed to help you reach your goals.

Know What You Own and Why

Investors today are inundated with all kinds of investment choices… from ETFs to Mutual Funds to Funds of Funds. It’s no wonder so many investors don’t know what businesses they own in their portfolios. As a result, they do not see themselves as owners in businesses and therefore do not make decisions with the knowledge or conviction needed to be successful. They lack the ability to Invest with Clarity®.

"It's process before progress®."

Our Investment Process

For over 25 years, we’ve helped clients find the freedom to accomplish their long-term goals with one simple idea— and that’s Process before Progress®.

The 4 Keys to Investing Success®

Philosophy Strategy Flexibility Transparency®

Investment Philosophy

Investors should invest like they are business owners – knowing what they own and why they own it. We believe in diversification, but not over-diversification, as you often find with mutual funds and ETFs. We also believe that volatility creates opportunity and is needed for long-term investment success.

Investment Strategy

We utilize fundamental analysis, not market timing, and we invest in both secular and cyclical trends. Our portfolios consist of roughly 25-40 companies, allowing our research team to be selective.


We leverage Strategic Cost Averaging®, an investment strategy that invests unequal monetary amounts timed to specific market and/or company events, which provide an opportunity to an investor to purchase additional shares of a company over time.


Our clients can see all of the activity in their accounts, and we have committed relationships with multiple custodians that oversee our clients’ investments and assets.

Portfolio Personalization

Our portfolios can be modified to best align to our clients’ particular investment restrictions or guidelines. At Nepsis®, we have five investment allocations:

Growth Income
Income Growth

Please note, these allocations are subject to adjustments based on market conditions.

Sell Discipline

Every position in our portfolios is owned for a specific reason. Equally, when positions or businesses we own are sold, it is also for specific reasons. We have four distinct sell disciplines we adhere to:

  1. Fundamentals of the business or the sector have changed.
  2. A perceived (potentially) better opportunity has arisen.
  3. Selling a portion of a position to lock in profit or bring portfolio back to appropriate allocation balance.
  4. Tax Management – Tax-loss harvesting for offsetting future gains or current gains.

Separately Managed Accounts (SMAs)

We specialize in Separately Managed Accounts (SMAs) and believe they afford us the flexibility that allows us to better manage investment, planning and tax needs. All of our portfolios are highly personalized and tailored to our clients’ unique financial circumstances.

Your goals, our process. Everyone has a different destination in mind, requiring a different roadmap. Our Clarity Roadmap® solution keeps you moving in the right direction helping to reach your long-term goals.
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Taxes play a major role in your overall plan and we believe it is paramount to be proactive instead of reactive. Our team executes strategic tax planning solutions to allow you to maximize income, minimize taxes and take advantage of financial opportunities.

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To ensure your assets are carried on to the people and causes you care about most, we work closely with you to structure your plan and protect your assets properly.

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Through the utilization of Separately Managed Accounts (SMAs), your investments are tailored to you and you alone — designed and managed to help you reach your goals.
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Our dedicated team identifies the instruments and policies needed to provide protection and care for your family, legacy, and material assets.
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Our attorneys work with you to provide insights and solutions on critical strategies for Trusts, Estate, Wealth Preservation, Legacy Planning, Charitable Giving, and others.
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As unique as you are, our solutions are designed around you, your family, and your business. We help you turn the challenges you face into opportunities for growth and security.

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