Email:   Phone: (203) 717-1620

Minimize Losses to Maximize Wealth

Paritas is redefining the balance between risk and return.

Rethinking Balanced Portfolios

To deliver successful outcomes for investors, portfolio wealth must be managed to withstand unexpected market shocks.

Our research has identified why traditional balanced portfolios have typically failed investors:

Static Allocations

Ineffective Rebalancing

Unreliable Forecasting

Inconsistent Security Selection

A dynamic approach, utilizing balanced risk, is a new and better way to manage balanced portfolios.

Learn More About Balanced Risk

High Net Worth Investors are Risk Averse

Investor Risk Tolerance

76% want to protect against loss.

Unconventional Thinking:
Building Better Balanced Portfolios

Protecting against sharp market declines is the key to long-term success.

We build better portfolios, using balanced risk, to help your clients weather the downturns while still offering meaningful capital appreciation potential.

Balanced Risk Approach

Low Cost ETFs

Dynamic Rebalancing

Learn About Global Wealth Strategy

The Paritas Advantage

We manage portfolios by analyzing risk in a unique way to build wealth.

Downside Protection

Higher Risk-Adjusted Returns

Performance Consistency

Direct Access to PM Team

Why Paritas

A Repeatable and Sustainable Investment Process

Our balanced risk approach is quantitative and disciplined. We trust our methodology because it objective, rules based, and tested.

Loss Aversion is our Primary Mission

Our research driven focus is to minimize the potential for capital loss.

We Adapt to Changing Market Conditions

If the risk environment is changing, we won’t hesitate to take action to protect capital.

Broad Diversification with Minimal Overlap

Our portfolios are constructed using carefully selected ETFs, which help us get exposure to many more positions in a cost efficient manner.

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