Your Personal Investment Analyst
Daily Personalized Financial Education
Get daily personalized investment education centered around YOUR portfolio, YOUR interests, and YOUR investment knowledge.
Powered by AI. Delivered by podcast. $199/year.
Planting Trees Under Which We May Never Sit
The Shade Tree Fund exists for one reason: to help you build your shade tree.
A shade tree is a metaphor for long-term value creation—assets, knowledge, and systems that compound over time to provide lasting benefit. Just as a tree planted today won't reach maturity for decades, the best investments require patience, stewardship, and a willingness to plant for future generations.
Warren Buffett and Charlie Munger built their legendary partnership on this principle. Munger once said, "The big money is not in the buying and selling, but in the waiting." They didn't just invest in companies—they planted shade trees. Berkshire Hathaway itself is a shade tree, compounding value for over six decades.
This concept is so impactful because it reframes how we think about wealth. It's not about quick wins or market timing. It's about building durable systems that outlive us. The shade trees we enjoy today—the Constitution of the United States, the Interstate Highway System, public universities—were planted by people who never sat beneath them. That's generational stewardship.
Our mission is to help you plant YOUR shade tree. Not through speculation or shortcuts, but through education, agency, and responsible long-term thinking. The knowledge you build today compounds for decades. The investment principles you learn become shade for your children and grandchildren.
Our Values
🎯 A Bias for Agency
We believe financial knowledge should empower you to make your own decisions. This isn't about telling you what to do—it's about giving you the information to decide for yourself.
🏛️ A Commitment to Durability
We're building for the long term. Not the next funding round, not the next growth hack. We're here to create lasting value that compounds over decades.
⚡ A Focus on Responsible Innovation
AI gives us unprecedented leverage to deliver personalized insights at scale. We can make quality financial education accessible to everyone—not just those who can afford expensive services. But with that power comes responsibility. We will NEVER hide the risks.
🌱 A Belief in Generational Stewardship
Your investments today create opportunities for tomorrow. Your shade tree provides for those who come after you. We take that responsibility seriously.
Why Project Radford?
For the first time in history, AI makes it possible to deliver truly personalized financial education at scale. Project Radford is your daily investment in your own knowledge—a commitment to continuous learning about markets, your portfolio, and investment principles.
What makes this different:
- • Personalized to YOUR portfolio - Not generic market news, but analysis specific to your holdings
- • Daily educational cadence - Consistent learning builds deep understanding over time
- • Investment mental models - Learn timeless frameworks that compound in value
- • Real-time market context - Understand what's happening and why it matters to you
- • Engaging podcast format - Lane + Radford dialogue makes complex topics accessible
But here's what we promise: We will NEVER pretend AI is perfect. We will NEVER hide the risks.
Your Role as a Founding Member
When you join at $199/year, you're not just getting a product. You're joining a mission.
You acknowledge:
✓ AI-generated content may be wrong—you must verify independently
✓ This is NOT financial advice—you make your own decisions
✓ You're here to help us improve and grow this mission
✓ You're helping plant shade trees for others
You get:
✓ Daily personalized insights for less than $1/day
✓ Founding member pricing locked in forever
✓ Investment in your own financial education
✓ A voice in shaping responsible AI-powered learning
"A society grows great when old men plant trees in whose shade they shall never sit."
— Greek Proverb
Join us in planting shade trees.
What You'll Receive
156 Weekly Episodes
Every morning, a fresh 15-minute podcast tailored to YOUR portfolio. Lane and Radford analyze your holdings, explain market movements, and teach investment principles.
Portfolio-Specific Analysis
Not generic market news. We discuss YOUR specific holdings, YOUR sector exposures, YOUR education. It's like having an analyst who only covers your portfolio.
Investment Mental Models
Learn timeless frameworks used by successful investors. These mental models compound in value—they help you make better decisions for decades.
Real-Time Market Data
Current market conditions, earnings reports, economic indicators—all contextualized for your portfolio. Understand what's happening and why it matters.
Beta Launch Pricing
$199/year
Lock in this price FOREVER as a founding member
After beta ends: $399/year for new subscribers
(You pay $199 as long as you stay subscribed)
What's Included:
- • 3 personalized podcasts per week (156 episodes/year)
- • Portfolio tracking & insights
- • Real-time market data
- • Lane + Radford AI dialogue
- • Educational content
- • SEC-compliant analysis
Beta closes at 1,000 members
Every dollar spent on the beta will be reinvested into making the system better and furthering the mission.
Frequently Asked Questions
Is this financial advice?
No. Project Radford is an AI-powered educational tool. All content is for informational purposes only. Consult a licensed financial advisor before making investment decisions.
How accurate is the AI?
Our AI uses real-time market data from reliable sources (Gemini Grounding, yfinance, FMP), but AI can make mistakes. Always verify information independently before acting on it.
Can I get a refund?
No. Beta pricing is non-refundable. You may cancel before your annual renewal, but no pro-rated refunds are given.
Will the price increase?
Yes. After beta ends, the price will increase to $399/year for new subscribers. Founding members lock in $199/year forever (as long as subscription remains active).
Is there a free trial?
No. Beta access requires payment upfront. This ensures serious users who will provide valuable feedback.