how to invest

We are unique asset manager focused on quantitative algorithms and dedicated to providing flexible solutions to RIAs, Family Offices, and other institutional investors. 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.

Manager/Sub-Advisor

You can appoint us as the manager to account through a separately managed account(SMA) .  We are approved on the following platforms:

  • - TD Ameritrade
  • - Fidelity
  • - Schwab
  • - Pershing
hedge fund

Our strategies can be accessed directly through:

  • - an investment in an existing fund
  • - as a fund of fund
  • - feeder fund structure
custom product development
We can custom develop a single strategy or a combination of strategies to your risk/reward profile. The benefits are:
  • - Can be packaged into a product (ETF, UCIT, etc) that we manage but you control
  • - You can appoint as a sub-advisor within an existing fund/product
  • - You maintain full control of your clients

We understand that investors have become fee sensitive. As a result, we have very flexible management and performance fee structures to limit the overall fee impact on the end client.