Email: info@paritascapital.com   Phone: (203) 717-1620

Maximize Wealth by Minimizing Losses

Paritas is redefining the balance between risk and return.

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

Read Our Latest Content:

Investing in ETFs? Make Sure You Check Under the Hood.
There has and continues to be much written about Exchange Traded Funds (ETFs); some positive and some negative. Often these...
Read More

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

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

Risk Tolerance Level
Conservative/Moderate
76%
Aggressive
24%

Investors are less risk tolerant than they may be willing to admit to their advisor.

Why Paritas

A Quantitative, Repeatable Investment Process

Our balanced risk approach is sustainable 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.

Proactive Risk Management

If the market 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.


Learn More

Relationships begin with communication.
Let’s start a conversation.

Send Us an Email

Please Complete the Form Below:
Please fill in all of the required fields

Book a Meeting