Approach Capital LLC

Approach Capital provides ongoing discretionary portfolio management and investment advice primarily to individual and high‑net‑worth clients, documenting client circumstances and risk tolerance in an Investment Policy Statement for each account. The firm implements those plans on a discretionary basis, with authority to select securities and execute transactions without seeking prior client approval.

The firm's investment process is grounded in Modern Portfolio Theory and a long‑term trading horizon, using diversified allocations across mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), real estate funds/REITs, commodities and non‑U.S. securities to pursue appropriate risk/return profiles. Accounts are reviewed at least quarterly and the adviser states a policy of seeking fair and equitable allocation of investment opportunities among clients.

Notable operational features include managing all assets internally rather than selecting third‑party managers and a practice of not aggregating (block) trades for multiple client accounts, which can affect trade execution and pricing. The firm discloses acceptance of custodial research and related benefits from recommended custodians (Schwab Institutional and Fidelity) and also notes that firm principals have outside business activities that may, at times, be offered to clients and present potential conflicts of interest.