AN EVIDENCE-BASED APPROACH TO MITIGATING RISK
We develop algorithms using high-quality data from multiple key data sources. This gives us the ability to make data-driven decisions on how to allocate your portfolio, providing a deeper understanding of what's occurring with every dollar.
We manage your wealth tactically, with asset allocation continually optimized to manage risk and create more upside potential. We strive to maximize upside and mitigate downside as the economy expands and contracts.
Unlike some financial advisers, we don't lock away your money or charge fees if you change your mind. No lock-up periods, no account-closure fees, no surrender penalties. If you decide these investment strategies are not a good fit, you can easily move your money elsewhere.
We continually research, analyze, and develop.
We regularly modify our strategies to leverage our most recent discoveries, and ensure all of our clients receive our continual expertise and educational development.
INDICATORS THAT MATTER
Data is continually compiled from multiple key sources. These indicators are how with the right tools & expertise, you can make sophisticated financial decisions.
ANALYSIS BY CODE
Our technology can perform millions of rapid calculations per second to give us a broad view of what is occurring in the market. Every line of code we write aims to build your assets.
DEVELOPED FOR YOU
We have the capacity to deploy comprehensive algorithmic strategies, but we are also small enough to provide an investment experience that is personally tailored to you.
The pandemic caused by COVID-19 created the perfect financial storm and tested every money manager to see if they have what it takes. Our clients at Lone Peak Capital Management saw extraordinary results during an unprecedented financial crisis following a partial shutdown of the world economy. We achieved these extraordinary results by taking a data-driven, evidence-based approach. This approach reduces the emotion in the decision-making process. Contact us to learn more about the history and future of our strategies.
Let's chat about you and your specific investment goals, and how our strategies can be tailored to you. We promise you will walk away from our initial meeting a more knowledgeable investor.