This is Velocity

"If we do our job in a principled way, with diligence, energy, and patience. If we keep ourselves free of distractions, and keep the spirit inside us undamaged (as if we must give it back at any moment). If we can embrace all of this without fear or expectation and can find fulfillment in what we do, in extreme truthfulness, then your life and ours will be happy."

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- Marcus Aurelius

Worthscape Wealth Management

We use a value approach to investing in growth companies, combining a search for attractive equity valuations with a multi-year time horizon.

To start a dialogue with one of our expert advisors, please contact us for more information.

Annual Update – August 2024

Investors appear to be exceedingly hopeful a rate cut will salvage their financial plans. The markets are stirring, and uncertainty abounds. Markets don’t like uncertainty, and that likely will prevail for the rest of the year.

August 1, 2024

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