Goods & Counsel
Advisory & Services
Book a private session or grab a piece of the thesis.
1-on-1 Consulting
Private sessions with the desk. Limited seats.
3 business days
Portfolio Review
A concise review of your current portfolio structure, risk exposure.
$180/ session
- Portfolio structure analysis
- Risk & concentration review
- Key position observations
- Written report delivery
★ Most booked5–7 business days
Research Report
A comprehensive position-by-position review with portfolio construction insights and strategic recommendations.
$420/ session
- Complete holdings analysis
- Position sizing framework
- Research opportunity mapping
- Custom watchlist recommendations
- Detailed written report
Monthly Retainer
Research Partner
A limited-capacity research partnership providing ongoing discussion, portfolio monitoring, and strategic guidance.
$1500/ session
- Two strategy calls per month
- Priority communication access
- Portfolio monitoring
- Quarterly research reports