Take Control Of Your Financial Future:

Each client is interviewed to ensure we understand their financial situation, risk parameters, investment outlook and objectives before deciding on the best course of action. Only then, do our portfolio managers tailor a plan which suits each client’s profile and focuses on achieving superior risk-adjusted results in both bull and bear markets.

Find A Strategy That Works For You:

Global Macro:

Sophic Associates, a U.S. registered CTA with the National Futures Associations, is our sister company that offers a rules-based discretionary global macro approach via separately managed futures accounts.

Long/Short U.S. Equities:

If you want a better way to invest in the U.S. Stock Market: Send us your name, investment objectives, portfolio size, and a brief background about your financial situation and investment experience here.

Email us if you are interested in learning more about our wealth management services.  

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