Building High-Quality Relationships with Financial Professionals

As a trusted partner of Financial Advisors, we actively manage portfolios of passive ETFs.

We are redefining the balance between risk and return and are committed to helping our partners succeed.

Unsurpassed Partnership

Paritas can meaningfully impact your business in many ways.

Active Portfolio Management

Run your business with confidence knowing that you have a dedicated team focused on protecting your clients’ wealth.

Education

We provide resources centered around educating clients on the advantages of risk based portfolios.

Added Value Services

We have a deep and experienced team that can share ideas and best practices to help you grow your business.

Access

We offer direct access to our Portfolio Management team to answer any and all questions you may have about our strategies.

Accelerate your Growth with Paritas

We’d welcome the opportunity to partner with you and deliver your clients an exceptional investment experience.

Investment Insights

A Closer Examination of Controlling Investment Risk

Setting Performance Expectations: Full Portfolio Transparency

Portfolio Rebalancing: Essential to Managing Risk

Go to the Resource Center

Company	Ticker(s)	New Sector	Old Sector
Facebook	FB	Communication Services	Information Technology
Alphabet	GOOG/GOOGL	Communication Services	Information Technology
Activision Blizzard	ATVI	Communication Services	Information Technology
Electronic Arts	EA	Communication Services	Information Technology
Take-Two Interactive Software Inc.	TTWO	Communication Services	Information Technology
Twitter	TWTR	Communication Services	Information Technology
Walt Disney	DIS	Communication Services	Consumer Discretionary
Comcast Corporation Class A	CMCSA	Communication Services	Consumer Discretionary
Netflix	NFLX	Communication Services	Consumer Discretionary
Charter Communications Inc. Class A	CHTR	Communication Services	Consumer Discretionary
Twenty-First Century Fox Inc. Class A	FOXA	Communication Services	Consumer Discretionary
CBS Corporation Class B	CBS	Communication Services	Consumer Discretionary
Omnicom Group Inc	OMC	Communication Services	Consumer Discretionary
Twenty-First Century Fox Inc. Class B	FOX	Communication Services	Consumer Discretionary
Viacom Inc. Class B	VIAB	Communication Services	Consumer Discretionary
Interpublic Group of Companies Inc.	IPG	Communication Services	Consumer Discretionary
DISH Network Corporation Class A	DISH	Communication Services	Consumer Discretionary
Discovery Communications Inc. Class C	DISK	Communication Services	Consumer Discretionary
News Corporation Class A	NWSA	Communication Services	Consumer Discretionary
TripAdvisor Inc.	TRIP	Communication Services	Consumer Discretionary
Discovery Communications Inc. Class A	DISCA	Communication Services	Consumer Discretionary
News Corporation Class B	NWS	Communication Services	Consumer Discretionary
AT&T Inc.	T	Communication Services	Telecommunication Services
Verizon Communications Inc.	VZ	Communication Services	Telecommunication Services
CenturyLink Inc.	CTL	Communication Services	Telecommunication Services

Paritas Capital Management

Paritas Capital Management

Building High-Quality Relationships with Financial Professionals

As a trusted partner of Financial Advisors, we actively manage portfolios of passive ETFs.

We are redefining the balance between risk and return and are committed to helping our partners succeed.

Unsurpassed Partnership

Paritas can meaningfully impact your business in many ways.

Active Portfolio Management

Education

Added Value Services

Access

Accelerate your Growth with Paritas

We’d welcome the opportunity to partner with you and deliver your clients an exceptional investment experience.

Investment Insights

A Closer Examination of Controlling Investment Risk

Setting Performance Expectations: Full Portfolio Transparency

Portfolio Rebalancing: Essential to Managing Risk

Building High-Quality Relationships with Financial Professionals

As a trusted partner of Financial Advisors, we actively manage portfolios of passive ETFs. We are redefining the balance between risk and return and are committed to helping our partners succeed.

Unsurpassed Partnership

Paritas can meaningfully impact your business in many ways.

Active Portfolio Management

Education

Added Value Services

Access

Accelerate your Growth with Paritas

We’d welcome the opportunity to partner with you and deliver your clients an exceptional investment experience.

Investment Insights

A Closer Examination of Controlling Investment Risk

Setting Performance Expectations: Full Portfolio Transparency

Portfolio Rebalancing: Essential to Managing Risk

Quantify The Risk

We calculate the risk of each individual asset in our portfolio to ensure we know exactly how it is behaving.

We analyze prices to determine movements and calculate statistics, such as correlation and volatility, that help us construct our risk value.

If risk is unknown, it cannot be managed. We are able to effectively manage risk by being able to quantify it.

Optimize the Risk

We use the power of today's computers to calculate the optimal amount of capital needed to achieve a specific risk target for each asset.

The optimizer evaluates each asset in the portfolio and determines whether or not it is contributing the right amount of risk to the overall portfolio.

Allocate the Capital

We invest the assets in the portfolio according to the capital amounts calculated during our optimization.

As a trusted partner of Financial Advisors, we actively manage portfolios of passive ETFs.

We are redefining the balance between risk and return and are committed to helping our partners succeed.