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I am a co-founder of Fortuna Investors, LLC, a fee-only registered investment advisor in Miami Beach, Florida, specializing in quantitative asset allocation. We implement the best practices from the science of portfolio management to target returns that meet or exceed those of the stock market with far lower downside risk.

We believe robust diversification and quantitative risk controls provide the foundation for superior risk-adjusted returns. We use a purely quantitative approach that overcomes cognitive bias through statistical rigor informed by history.

Our long-term approach applies to investing and to client relationships. It’s your money and our honor. We are a true fiduciary without conflicts of interest, and a simple management fee is our only compensation.

The views expressed in this website are only my own.

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