Approach
We try to remove ambiguity. The work is designed to be audited, repeated, and improved.
Principles
These shape every engagement.
Decision-first
Outputs that change what you do next
Assumptions explicit
No hidden "magic"
Operational reality
Liquidity, sizing, governance matter
Regime-aware
Backtests are not promises; they're diagnostics
Simple where possible
Complexity only when it earns its keep
Process
Five phases. Clear inputs, clear outputs, clear handoffs.
Discover
We do
Map objectives, constraints, and current risk exposures
We need from you
Holdings, mandates, risk limits, current hedges
You get
Scope memo + timeline
Map
We do
Identify risk drivers, define scenarios, surface "non-negotiables"
We need from you
Input on scenario priorities, governance constraints
You get
Risk driver taxonomy + scenario library draft
Design
We do
Build strategy set, governance rules, and monitoring plan
We need from you
Feedback on strategy variants, approval workflows
You get
Strategy spec + backtest results + governance doc
Implement
We do
Produce trade specs, operational checklist, handoff documentation
We need from you
Execution preferences, broker/platform details
You get
Implementation package ready for execution
Evolve
We do
Establish review cadence, drift checks, program update protocol
We need from you
Ongoing access to holdings/positions for monitoring
You get
Periodic review reports + update recommendations
What success looks like
Concrete outcomes, not vague improvements.
- You can explain your downside plan in 60 seconds.
- You know the monthly cost of protection and what triggers monetization.
- You have a monitoring cadence that doesn't rely on heroics.
- Your risk assumptions are documented and version-controlled.
- You have artifacts you can hand to a successor or auditor.