If you want to evaluate the addition of an instrument that helps you hedge against inflation, how does it fit in with the rest of your entire investment portfolio? How will events with expected timing like elections or as unexpected as pandemics affect your portfolio? How do your real estate investments’ values interact with your stock investments? How can I generate income with inflation protection without putting too much principal at risk?
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We specialize in answering these answers and others that require a quantitative approach to investing. We look for the risk as well as the reward and compare each investment against history of risk as well as our own proprietary economists’ forecasts.
We are a group of investment and risk specialists with PhDs and other research-oriented education from top schools who can dissect portfolios and point out opportunities. We can take your portfolio accounts (yes, all of them) and integrate them into one report that shows:
Expected Contribution to Risk and Performance by Investment Theme, Sector, Industry, Geopolitical Risk, Historical Risk, Interest Rate, Currency, Commodity and other risk factors. We start the analysis from the cash flow level and continue up to the portfolio level.
We take a consultative, customized approach and are not a robo-advisor that merely shows generic outputs based on pre-defined portfolios.
Because we are launching soon, we are starting to take customer requests and are currently providing the following customized services:
- Stocks and ETFs-only portfolio advisory $149 ($299 expected post-launch Q1 2021)
- Stocks, ETFs and mutual funds with look-through to funds holdings $299 ($499 expected)
- The above plus interest rate, currency and commodities exposures $499 ($699 expected)
- The above plus risk and performance insights into private real estate holdings $899 ($1099 expected)
- The above plus private equity (small business ownership, unvested equity options, pre-IPO equity) $1499 ($1999 expected)
We produce detailed, drill-through reports that show what excess risks you are inherently taking in your portfolio as well as opportunities for adding performance while minimizing risk of loss. We customize the review based on your expectations regarding election outcomes, geopolitical changes, inflation adjustments and lifestyle needs. The engine analyzing all of this performs fast, AI-driven calculations on our servers.
We don’t need access to your accounts, just Excel or Google sheets-readable format of your holdings, amount held and current value at a given date. Because we take such a custom approach, we are able to ensure there are no errors in the data and that you are not missing any key elements to understanding your investments.
Email us at operations@arbquant.com to discuss your portfolio further.