Financial Planning
I need a partner to help me better define my financial goals, and sound advice on how I can achieve them.
We are firm believers that putting your interest first and being fully transparent is the key to helping you achieve your financial future and dreams.
We have developed a robust set of quantitative investing strategies aimed at limiting the downside risk while maximizing the upside potential regardless of market direction. These strategies can be utilized to build fully-customized portfolio solutions or to fill gaps in an existing portfolio. When it comes to achieving your specific goals, we will consult with you to develop a tailor-made portfolio featuring our adaptive risk management overlay. All of these strategies are designed to be fully quantitative, to limit the human bias from investing.
Inquire about our strategies >We set out to develop investment strategies that understood risk from an investors point of view. They may not understand what volatility means but they definitely understand losses in their portfolio.
Our team has over 100 years of combined investment management experience with backgrounds in economics, financial and retirement planning, investment management, mathematics, computer programming, and quantitative finance.
Our philosophy is simple: we put our clients first and aim to deliver the highest level of service and investment management at all times. We let our results speak for themselves.
Put simply: the preservation of capital is, has been, and always will be our most important investment objective. After all, the development of each quantitative model begins with the management of risk. If we can minimize that, we can spend more time accumulating gains, not making up losses. Moreover, we have refined and reformed both how we define and measure risk, and how it should be applied to portfolio management. We only seek capital gains when the ratio of risk vs. reward is in our favor. The mathematics behind our offerings may be complicated, but the foundational strategies are as simple as it gets.