ABOUT US
Who We Are
We are a boutique investment advisory firm serving clients across the United States and Australia. Registered as a Texas-based Registered Investment Adviser (RIA) in the U.S. and holding an Australian Financial Services Licence (AFSL: 700405) in Australia, we combine the standards of two markets into one disciplined, cross-border approach.
Built Around Your Goals
Designed for your financial landscape.
What We Do
We provide portfolio management and investment consulting services across the full risk spectrum — from conservative, capital-preservation strategies to aggressive, alpha-focused approaches.Â
Who We Serve
From a first serious portfolio, to family wealth preserved across generations, to the complex mandates of family offices, corporates, and trusts, we serve clients at every stage of wealth.
Investment Consulting
Independent, project-based advice on investment strategy, asset allocation, and portfolio structure.
Portfolio Management
Goal-based, actively managed portfolios tailored to your time horizon and risk profile.
Options Advisory
Specialist guidance for eligible clients using options for tactical positioning.
*The services described above may be offered differently in the United States and Australia, depending on applicable laws and the licences, registrations, or approvals we hold in each jurisdiction.
HOW WE HELP
A considered approach to managing the financial decisions that matter most.
A Different Approach
why choose us?
The Reap Distinction
The way we work is deliberately different. An exclusive book of clients, single trusted custodian, and advice built around your goals.
Proprietary Framework
Multi-Asset
Portfolio
Options
Trading
Our proprietary RACEâ„¢ framework systematically screens global markets to identify high-conviction investment opportunities. Every holding must meet our rigorous research and risk-management criteria before earning a place in client portfolios.
We build diversified portfolios across multiple asset classes, including equities, fixed income & commodities, to enhance resilience, manage risk, and pursue consistent long-term wealth creation.
For eligible clients, we offer options-based strategies as an optional overlay to complement the core portfolio. These strategies may be used tactically for portfolio hedging or speculation, depending on individual objectives and risk tolerance.
OUR APPROACH
"Wealth management is, at its core, a relationship built on trust. Our role is to understand what matters to each client, and to bring discipline, clarity and care to every decision we make on their behalf."
SANJEEV KAUSHIK
Founder & CCO