I am the founder of Calpa Advisors and Calpa Strategies. Both firms leverage my experience in investment consulting, index/ETF creation, and the mutual fund industry, accumulated over a period of more than 25 years in asset management. Calpa aims to assist clients in making informed decisions ...more

I am the founder of Calpa Advisors and Calpa Strategies. Both firms leverage my experience in investment consulting, index/ETF creation, and the mutual fund industry, accumulated over a period of more than 25 years in asset management. Calpa aims to assist clients in making informed decisions through a strategic approach derived from a comprehensive understanding of the investment community ecosystem**. Calpa Advisors, an investment adviser registered with the Washington State Department of Financial Institutions (the "DFI"), offers Investment Consulting Services ("Services") exclusively to Defined Benefit , and health and welfare plans ("Plan Sponsors"). Registration as an investment adviser with the DFI is not intended to imply any level of skill or training. These services are not available to retail clients or individual investors. Calpa Strategies, an entity affiliated with Calpa Advisors, specializes in aligning with client goals to facilitate a broader distribution range for their investment products, which are based on the intellectual property provided by the client. Specifically, we focus on constructing indexes designed as solutions to enhance access to both the U.S. and global investment markets in an efficient and cost-effective manner. In a market saturated with diverse offerings, selecting an optimal solution can be a complex endeavor. We advocate for indexation approaches rooted in traditional Active' investment methods, which are backed by a substantial body of historical data demonstrating their potential for Alpha generation. It is important to note that past performance is not indicative of future results. With more than two decades of experience observing the evolution of the index business, we possess a nuanced understanding of the strengths and weaknesses of various approaches. Calpa is equipped to oversee and manage the entire index creation and management process on behalf of our clients.less