Families building a legacy
Portfolios built around what the money is for: retirement income, children and grandchildren, a family business, or charitable giving.
Fee-only investment adviser · Downey, California · Since 2011
Stewarding family wealth for the next generation.
A family-owned partnership managing portfolios for families and business owners. You work directly with the people who make the investment decisions.
Who we serve
A small client list, by design.
We keep the firm small so every client works directly with the people managing their money, in Southeast Los Angeles County and beyond.
Business owners
Building wealth outside a concentrated business, and planning ahead for a sale, partial exit or other liquidity event.
Professionals who have outgrown the basics
Scattered accounts, funds and older decisions brought together under one strategy, with one point of accountability.
Four strategies
Named for the American wilderness. Combined for your family.
All four share one philosophy: study the numbers and the people, respect risk, and think about what could go wrong before what could go right. Most portfolios combine two or more.
Income
Sequoia
Dividend stocks, bonds and other income securities, chosen for the durability of their payouts rather than the highest yield. For clients who draw on their portfolio to live.
Growth at a reasonable price
Redwood
Companies growing earnings faster than the market, owned only when the price makes sense. Long-term growth without paying any price for a popular story.
Deep value
Glacier Bay
Businesses the market has given up on, priced well below what we believe they're worth. Requires patience and a willingness to look different from the index.
Long/short · eligible clients
Pioneer
Owns companies we expect to rise and sells short those we expect to fall, aiming for returns less tied to the market's direction. Short selling carries additional risks.
Read more about each strategy →
All investing involves risk, including possible loss of principal. No strategy can guarantee a profit or protect against loss.
How we work
From first conversation to quarterly letter.
- 1Introductory conversationYour assets, your goals, and what has frustrated you before.
- 2Risk and goals reviewA risk tolerance assessment and a look at what you hold today.
- 3ProposalA recommended strategy or mix, with fees and risks explained in plain terms.
- 4OnboardingAccounts opened or transferred at Interactive Brokers, held in your name.
- 5Ongoing managementQuarterly meetings and a written letter every quarter.
The partnership
The people who manage your money.
Jeffrey Mansell
Founder & Chief Investment Officer
Directs research and investment decisions across all four strategies, and writes the Base Camp premarket brief.
Steven Mansell
Chief Operating Officer
Oversees operations from account onboarding to client service, with decades of business and nonprofit leadership.
Base Camp
Latest commentary from the CIO.
Base Camp — Monday, November 02, 2026Jeffrey Mansell · November 2, 2026
Base Camp — Friday, October 30, 2026Jeffrey Mansell · October 30, 2026
When Should You Claim Social Security?Jeffrey Mansell · October 28, 2026
See all commentary →
Get Base Camp by email
A short premarket read: what moved overnight and what it means for long-term investors. Free, a few times a week.
Start with a conversation.
No obligation. Meet by video, at your home or business, or at a convenient spot in Downey.