Who We Work With
A structured approach, applied to different forms of capital.
Private Clients
Systematic portfolio management for individuals seeking transparency, discipline, and direct ownership.
Business Reserves
Structured management of business cash — reducing idle capital while preserving liquidity.
Institutions & Nonprofits
Structured stewardship for institutions and mission-driven capital.
Why Standish
Your account, your assets
Held in your own Schwab account — never pooled.
Full transparency
Every position and trade visible in real time.
Control remains with you
We manage the portfolio, but cannot move funds.
No lock-ups
Your capital remains accessible at all times.
This is
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Systematic, rules-based investing
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Capital preservation first
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A consistent process
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Full visibility
This is not
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Market timing or prediction
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Discretionary stock picking
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Chasing recent performance
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A black-box strategy
A disciplined approach, built around your capital.
How it Works
A straightforward process, built around your account.
01
Open Your Account
Open an account at Charles Schwab in your name.
Your assets remain fully segregated and under your control.
02
Strategy Implementation
We construct and manage your portfolio using our disciplined momentum framework.
All activity is visible in real time.
03
Ongoing Management
We continuously monitor and adjust the portfolio as conditions evolve.
You retain full control at all times.
