
“Portfolio Update: Reflecting on Growth and Patience in Q4 2024”
Achieving $10M in AUM: A Look at Our Strategic Portfolio Management Driving Growth Through Long-Term Investments and Five-Year Doubles In the fourth quarter of 2024, our company reached a significant milestone by surpassing $10 million in Assets Under Management (AUM). This achievement is a testament to our commitment to patient growth and strategic portfolio management,…