Help your clients invest like an entrepreneur.
Download the Free Guide
Discover the mindset that bridges entrepreneurship and investing. The 10 Principles of Entrepreneurial Investing explores how independent thinking, risk management, and long-term vision can help build sustainable wealth.
If you’re a financial advisor looking for a fresh framework to help your clients navigate the market with confidence and conviction, this guide’s for you. Download your free copy today.
Learn to Think Differently About Investing
This guide shows you how to adopt an entrepreneurial mindset—focusing on opportunity, innovation, and independent thinking—to help you make smarter, long-term investment decisions.
Build a More Resilient Portfolio
By applying these 10 core principles, you’ll learn how to position your investments for long-term growth while avoiding common pitfalls like over-diversification and emotional decision-making.
Cut Through the Noise
Rather than chasing trends or reacting to market swings, you’ll gain a framework for disciplined investing based on fundamentals, value, and strategic risk management.
About 15 Equity
15 Equity is an independent investment advisory firm based in Santa Barbara, California. Founded in 2000 as West Coast Asset Management, the firm has evolved to focus on delivering simple yet sophisticated wealth management services.
Emphasizing a high-conviction approach, 15 Equity typically manages portfolios of approximately 15 carefully selected equity positions. The firm seeks to invest in resilient businesses with high recurring revenue and strong balance sheets, aiming to provide customized investment strategies that align with each client’s unique financial goals