How We Invest

Systematically Overlapping Analyses

Complex systems such as financial markets do not require complex solutions to generate sophisticated investment results. That is why we overlap multiple schools of analysis, instead of building complicated investment models.

Our investment methodology is Quantamental. Quantamental Investing marries narratives and numbers across fundamental, quantitative, and technical schools of investing from large caps to venture caps. To implement this we use a proprietary investment process called the QVGS – Quantamental Value Growth Sentiment to create strategy-based, system-driven, and solution-oriented Model Portfolios.

Systematically understanding you

Good advice never changes. Yet not all advice is suitable for every individual, family, or institution.

We employ algorithms as a starting point to understand your risk Preferences, Capacity, and Requirements to find a custom financial plan for you to begin with. We then personalize it through one-on-one discussions with human advisers.

To precipitate your risk profile we use a proprietary framework called the PCR Triangle – Preferences Capacity Requirement Triangle, which measures your preference for volatility, your ability to take risks, and the objectives of taking those risks.