What kinds of decisions does a memo cover?
A market call, a manager selection, a sector or security view, or a private deal. One consequential decision at a time.
A decision memo on a single market, manager, sector, security or private deal: a clear thesis, the risks that matter, the assumptions that move the outcome and a firm recommendation.
Some decisions are worth slowing down for. We take one high-stakes call (a market, a manager, a sector, a security or a private deal) and return a focused memo: a clear thesis, the risks that matter, the assumptions that move the outcome and a firm recommendation you can act on. It is written to the standard of an institutional investment committee, independently, by Tom Pickel, CAIA, with no product to sell.
A market call, a manager selection, a sector or security view, or a private deal. One consequential decision at a time.
Long enough to be defensible and short enough to act on. It is a focused written document, not a data dump.
Yes. Every memo ends in a firm recommendation and a next move, not a neutral list of considerations.
Yes. There are no commissions and no agenda. The memo serves your decision, not a product being sold.
Related work: a deeper alternative investment analysis for a private-market call, a full portfolio consultancy review, or institutional context from SEC 13F intelligence (The 13F). See the full advisory practice.
Send a short note describing the decision. You get a clear next step and an independent memo.
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