Not all investing is equal: in an industry that often underdelivers, we invite you to try our simple and time-tested investment approach
Family owned and operated since 2002
As a private family-run firm, we answer to our clients, not shareholders. Defender Capital, an SEC-Registered Investment Advisor, manages investment accounts – retirement accounts, non-retirement accounts, trusts, corporate accounts, donor-advised funds, etc. – for individuals, families, and corporations. We take a research driven, long-term approach, investing in U.S. equities. We keep skin in the game by investing in the same holdings as our clients. We offer fair and transparent fees. We focus on delivering after-tax returns.