Concentrated Equity Investing
We are a registered investment advisory firm that manages portfolios of high conviction equities across market capitalizations, industries, situations, and geographies. We believe in concentration, low turnover, and aligned interests. We also offer unique tools and investment advice for the growing health savings account (HSA) market. Our Investment Philosophy
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About Concentrated Equity Investing
Founded
2021Employees
1-10Category
Location
City
DraperState
UtahCountry
United StatesTech Stack (49)
Analytics and Tracking
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