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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:

A Different Way to Combat Fee Compression
No matter what business type one analyzes, it is evident that the world is getting even more competitive. A key...
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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

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.

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