With an extensive breadth of experience in the investment industry, I build portfolio management solutions and custom asset allocation strategies with a focus on boutique alternative managers for the Family Office/HNW community. I bring valuable portfolio management expertise, a record of ...more

With an extensive breadth of experience in the investment industry, I build portfolio management solutions and custom asset allocation strategies with a focus on boutique alternative managers for the Family Office/HNW community. I bring valuable portfolio management expertise, a record of building strong relationships, and experience employing risk management and asset allocation strategies to maximize risk-adjusted returns. My unique background includes identifying unique investment strategies, introducing technology solutions, and conducting research to support decision-making. Scope of Expertise includes: Portfolio Management, Portfolio Construction, Risk Management, Fundamental Research, Alpha Testing, Screening Technologies, Performance Analytics, Trading Platform Integration, Client Relations, Asset Gathering, Traditional & Alternative investments, Investment Solutions Please contact me at mark@ardenadvisory.com, 415-290-7164 or schedule directly at https://calendly.com/mckress/ Specialties Include Boutique Hedge Fund Managers, Asset Allocationless