Portfolio wealth must be managed to withstand unexpected market shocks. Therefore, risk must be managed effectively through careful analysis and quantification. Since risk is constantly changing, portfolios need to be adaptive. Achieving the desired outcome (i.e., wealth protection/accumulation) is paramount.
Risk management is our strength.
Our risk management approach – avoiding large drawdowns – ultimately delivers long-term outperformance. Lower risk doesn’t mean settling for lower returns.
Our unique, rules based methodology is the result of differentiated thinking.
Our focus is to deliver the successful outcomes that clients desire. To achieve that goal, we are committed to developing investment solutions that incorporate these key attributes.
Additionally, our commitment to achieving best industry practice standards includes firm wide GIPS® verification. Click to View GIPS® Verification Letter
Calculate the risk that each asset contributes to the portfolio
Determine the appropriate amount of capital for each asset to achieve a balanced target risk level
Rebalance the assets in the portfolio to match the new target allocations
1Holdings may also include ETN’s.2As calculated by Morningstar for the Global Tactical Allocation peer group.
Doug is the lead portfolio manager for Paritas' investment strategies. With more than 32 years of industry experience, he brings extensive knowledge and expertise in global capital markets.
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Mike serves as co-portfolio manager for the firm's investment strategies. He has in-depth knowledge and expertise with portfolio analytics, research, performance reporting, and systems integration.
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Pete serves as the COO & CCO of Paritas. He is a results-oriented executive officer with 23 years of financial and operations experience and brings extensive best practices knowledge to the firm.
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