Investment Management: Separately Managed Accounts
Our managed accounts are held with our custodian, Charles Schwab, with $4 trillion of custodial assets. We have the option of managing a client's funds as part of a group of portfolios (one portfolio for multiple clients), or to create a customized portfolio for an individual client.
The objective of this fund is to generate arbitrage profits between stocks with different levels of go-forward risk/reward as measured by the Chicago Quantum Net Score (a proprietary metric we published in 2020 on arXiv and have been running and trading since that time.)
We adjust the selection, position sizes and rebalancing frequency to minimize trading costs while maximizing the edge for our clients.
We are offering a reduced fee structure and are waiving the minimum investment level for the remainder of 2023. Please contact us for a free consultation to learn more.