Our investment methodology follows four basic steps:

1.Information – We closely follow harvest reports and monitor trends in the auction and retail markets in order to harness supply and demand from the point of true opportunity. We are not mesmerized by the hype surrounding wine scoring, and we do not gamble in the futures market.

2.Negotiation- We network within Private Equity Groups and Family Offices to find investment-grade wine collections. We perform appraisal, provenance, and negotiation services at a fair rate to ensure optimal pricing and full disclosure for our Clients.

3.Post Delivery-We offer continued support to our Clients including logistics, insurance, cellar advisory, and sell-side assistance with auction houses and via our Private Client Network.

4.Liquidity Event – We advise Clients as to when to liquidate all or part of their collections to maximize gains, and we know which outlets are performing at the highest levels. We provide a strategy that delivers maximum ROI over a sustained sale period.

Additional information is detailed in our book, Investing In Fine Wine: How to Buy, Sell, and Profit from the World's Most Delicious Asset (Lioncrest Publishing, 2017).