Core Insights - The firm emphasizes the importance of net returns after fees, taxes, and inflation, managing most fixed-income and equity assets in-house to avoid high third-party management fees [1][4][19] Client Relationships - The firm has significant client relationships, with an average household investment between $15 million and $30 million, and a median net worth exceeding $25 million [2] - Clients are typically multi-generational families with complex financial situations requiring tailored advisory services [2][3] Investment Strategy - The firm manages approximately $2.3 billion in assets under management (AUM) and serves around 130 families, often managing multiple family units [3][4] - Fixed-income strategies are tailored to individual client tax situations, allowing for tax-loss harvesting and investment in both taxable and tax-free bonds [5][6][7] - In equity markets, the firm employs direct indexing and tax-loss harvesting without incurring additional fees, aiming to outperform benchmarks like the Russell 1000 or S&P 500 [8][9][10] Private Markets Investment - The firm invests in private markets across four main areas: private real estate, private debt, private equity, and infrastructure, with some clients allocating up to 50% of their portfolios to these assets [12][13][14] - The firm has adapted to the evolving private markets landscape, utilizing both drawdown funds and evergreen funds to provide clients with liquidity and access to diverse investment opportunities [11][15][16] Manager Selection - The firm prefers established asset managers for private market investments, focusing on long-term relationships and thorough due diligence processes [20][21] - For fixed-income and equity investments, the firm primarily manages assets in-house but may utilize third-party managers for specific niches like mid-cap, small-cap, and international markets [17][18] Portfolio Management - The firm has a seven-person investment committee that meets weekly to discuss market outlooks and client allocations, with monthly market reports and quarterly webinars to keep clients informed [22][23] - Rebalancing of portfolios is typically assessed quarterly but executed during periods of market volatility [24] Cryptocurrency Investments - The firm assists clients interested in cryptocurrencies, primarily through ETFs or closed-end funds, while acknowledging the evolving nature of the cryptocurrency market [25][26] International Market Exposure - The firm maintains a home country bias in international investments, typically allocating 15% to 20% of portfolios to international assets, with a focus on emerging markets and currency exposure [27][28] Cash Management - The firm generally holds minimal cash in managed accounts, typically between 1% and 3%, influenced by client preferences for opportunistic investments [29]

Core Viewpoint - Jeffs' Brands Ltd is implementing an AI-driven crypto treasury management program to optimize yields from leading cryptocurrencies, including Bitcoin and stable coins [1][2]. Group 1: Treasury Program Overview - The Treasury Program will be managed by Quantum Crypto, an affiliate of Tectona Ltd, which holds a 41% stake in Horizon, a prominent Israeli crypto trading platform [1][3]. - The Company plans to allocate up to $75 million from a private placement of convertible promissory notes for the Treasury Program, contingent on the successful setup of crypto wallets [2]. Group 2: Agreement Details - An agreement was established on August 4, 2025, between Jeffs' Brands and Quantum Crypto for crypto treasury management services, including infrastructure and trading services [4]. - Jeffs' Brands will retain full ownership of its digital assets and private keys, with Quantum Crypto ensuring compliance with regulatory requirements [4]. Group 3: Compensation Structure - Quantum Crypto will receive a one-time setup fee of $25,000, a monthly fee of 0.125% of the average daily balance of managed crypto assets, and a performance-based fee of 20% of gross revenues from staking [5]. - The Company will also issue a warrant to Quantum Crypto for the purchase of up to 27,619 ordinary shares at an exercise price of $0.01 per share, representing approximately 4.99% of the currently outstanding shares [5]. Group 4: Company Background - Jeffs' Brands aims to transform e-commerce by creating and acquiring products to become market leaders, leveraging both human capability and advanced technology [6].

Core Viewpoint - Jeffs' Brands Ltd is implementing an AI-driven crypto treasury management program to optimize yields from leading cryptocurrencies, including Bitcoin and stable coins [1][2][3] Group 1: Treasury Program Overview - The Treasury Program will be managed by Quantum Crypto, an affiliate of Tectona Ltd, which holds a 41% stake in Horizon, a prominent Israeli crypto trading platform [1][3] - The Company plans to allocate up to $75 million from a private placement of convertible promissory notes for the Treasury Program, contingent on the successful setup of crypto wallets [2][4] - Quantum Crypto will provide necessary infrastructure and services for the Treasury Program, including speculative trading and staking services, while Jeffs' Brands retains ownership of its digital assets [4][5] Group 2: Financial Structure and Fees - Quantum Crypto will receive a one-time setup fee of $25,000, a monthly fee of 0.125% of the average daily balance of managed crypto assets, and a performance-based fee of 20% of gross revenues from staking [5] - The Company will issue Quantum Crypto a warrant to purchase up to 27,619 ordinary shares at an exercise price of $0.01 per share, representing approximately 4.99% of the currently outstanding shares [5] Group 3: Company Background - Jeffs' Brands aims to transform e-commerce by creating and acquiring products to become market leaders, leveraging both human capability and advanced technology [6]