Our job is to find a few intelligent things to do,
not to keep up with every damn thing in the world.
I am a portfolio manager experienced in high performing cross-functional roles within startups, family offices and hedge funds.
With a diverse personal investment portfolio, spanning from fintech, crypto, real estate, to consumer marketplaces, I maximize expected returns within an appropriate level of risk exposure.
Well-versed in all aspects of trading, data analysis, economic research, and risk management.
Developing and implementing project management methodologies and best practices to build on your skills and capabilities.
Helping clients understand their tolerance for investment risk and how that can correspond to their plans for the future.
Portfolios are constructed with the best ideas, resulting in a high-conviction portfolio with the goal of solid upside participation and extraordinary downside protection.
Overwhelmed with implementing your strategy?
Financial advising shouldn’t come with any strings attached. My goal is to redefine how you get personalized financial advice. I tackle financial topics by educating and strategizing, all while empowering you with tools to execute the strategy.
While I will provide you with every tool necessary to execute your strategy, I also understand how busy life can get. From investment management services to tax preparation, I can help handle the execution for you and give you back the hours you need.
I place a strong emphasis on simple, straightforward financial education and advice because I believe that the better you understand your finances, the more success you will achieve.
My holistic, humanistic approach to financial management is based on a true passion to improve the well-being of those around us, and I conduct a friendly business based on integrity, trust, empathy, and approach-ability.
If you have any questions or comments, please get in touch with Edward Aksel via email or book an appointment.