About Us

Our Experience

With over 15 years in the investment management industry, we decided to alter direction.  We are utilizing our backgrounds in aggregation of randomness, portfolio optimization techniques, multi-asset class derivative pricing, optimal trading strategies, as well as risk and volatility modeling to help investment professionals personalize a strategy supporting their “buckets of one.”  

Our Approach

Our service includes a comprehensive consult to help identify gaps and opportunities, a comprehensive report that includes a project plan with timelines and milestones, a cost analysis, and a schedule. We also offer a suite of products that will help you get to your goals quickly and smoothly. This is achieved not by reinventing the investment process but rather doing it in a manner we believe is rigorous, thorough, and right. 

Why Us?

We overcome the limitations of theory and adapt all holistically constructed models to reflect investing in the real world. We are founded on the ethical principles of transparency, bringing a new caliber of investing to the masses. 

Business mentors are key—that’s why when it comes to client selection, we’re choosy. We want to give each of you the time and guidance you deserve.