about us

WhiteTip Capital, LLC is a SEC-Registered Investment advisor dedicated to tactically managing alternative investment portfolios utilizing quantitative analysis for clients globally. WhiteTip's corporate office is located just outside of Houston, Texas.

Goals

Our goals are to deliver consistent and steady returns while providing downside protection. Our secondary goal is to develop strategies that clients can understand allowing them to stay invested. Our objectives are to provide uncorrelated absolute returns to the equity and bond markets with the goal of capital preservation.

Innovation

Ongoing development is critical to future success. We understand that the markets are always changing and what works today may not work as well in the future. These changes are the main reason we do not rely on outside sources for our models. We are constantly researching and developing new ways to improve our models and approach.

Philosophy

It is really quite simple. The preservation of capital is the most important investment objective. Only when the risk vs. reward ratio is in our favor, do we seek capital gains. Our philosophy is easy to understand, but it required a new way of measuring risk vs. reward and how it should be applied to portfolio management. While the math behind our algorithms is complicated, the overall strategy is always simple.

Why Us

We understand that no one wants to explain large losses to their clients and offer a diverse range of investment options to meet your investment objectives and specific risk profile. We believe relying solely on diversification for risk management can be a costly mistake as previous bear markets have proven. Our track record shows that pro-active risk management can provide protection against downside losses without sacrificing performance

Meet Our Team

Our team has over 100 years of combined investment management experience with backgrounds in economics, investment management, technical analysis, mathematics, computer programming, and quantitative finance.

Mr. Reis has over 35 years of experience managing portfolios. Prior to forming Kensington Wealth Advisors Mr. Reis was CEO of DLR Advisors which he started in 1994. DLR consistently ranked highly in the MAR Hedge global database. Mr. Reis began his career at Drexel Burnham Lambert in the Institutional Research department. Mr. Reis is a graduate of Roger Williams University with a BS in Civil Engineering.in 1976.

Mr. Solo specializes in the development of algorithmic quantitative analysis systems. Prior to starting Live Oak Wealth Advisory Group in October 2010, Mr. Solo served as a financial advisor with RBC Wealth Management in October 2007. He also launched QuantStrat Global Equity Fund, LP a long-short quantitative hedge fund. He holds a Bachelor of Computer Science from the University of North Carolina at Charlotte.

Prior to founding Live Oak Wealth Advisory Group in 2010, Mr. Jobes served as a senior VP/financial advisor at RBC Wealth Management. With more than 40 years of experience and working at numerous firm, Ken started his career with Merrill Lynch in 1968. Ken graduated with a BA in political science / economics from Texas Tech University. He also earned a Certificate of Portfolio Management from DePaul University in Chicago.

Equity Strategy Advisor

Swathi received her PhD in Computer Science from The University of Waterloo, Canada in 2015.  Swathi received the David R. Cheriton Scholarship and Meloche Monnex Graduate Scholarship in Quantitative Finance in 2013. After completing her PhD. Swathi’s research has been published in the Quantitative Finance Journal, SIAM Journal on Multiscale Modeling and Simulation was well as the SIAM Journal on Scientific Computing.

Quantitative Research Advisor


What makes our team unique is our over 30 years of quantitative experience managing risk for our clients through varying market cycles.


 

Who We Serve

Our team has experience working with a variety of different size institutions and individual investors.  It is this experience that has taught us that the investment goals, risk tolerance and servicing needs are specific for each one.

We are a quantitative algorithm developer dedicated to providing flexible solutions to RIAs, Family Offices, and other institutional investors. You can leverage one of our existing algorithms, outsource portfolio management to us, or have us develop a custom strategy to enhance your existing wealth management offerings. Our goal is to provide you with a risk-based investment solution that reduces your client's fears and improves your portfolio results. We try to set ourselves apart from other investment managers by being as flexible as possible with our solutions. We want to fit into your business model and not force you to adapt to ours. As a result, there are a variety of different ways you can work with us.

financial advisors & Independent Broker Dealers

US Advisors - As an SEC registered Investment Advisor we offer US based financial advisors a lot of flexibility in implementing our solutions. You can invest in our strategy directly or we offer white label solutions. Our strategies our offered on a variety of UMA and SMA platforms. For a white label or custom developed solution we offer strategy licensing agreements.

International Advisors - We are currently working with a European partner to offer our stategies through UCITs where we act as the sub-advisor. If you are interested in a sub-advisory agreement, white label product through a strategic licensing agreement or research and development please reach out to discuss how we can work together.

 

family offices / Institutional investors

We work directly with your investment committee or CIO to support your specific mandates. Once we understand your risk management objectives and how that overlays on your investment goals we can discuss what strategies best align. We also offer bespoke research and consulting around quantitiative strategies, adaptive asset allocation and risk management. We can also act in an outsourced CIO role.

 

Individual investors

For those individual high net worth investors looking to access our methodologies we can work with you directly to manage your portfolio at your existing custodian or assist you in moving your assets to one of our current custodians. We can managae your whoe porfolio as your financial adcisor or a specific account can be managed by itself as a separately managed account (SMA) at an independent custodian. Either way we are fully transparent and provide you with full liquidity.