%20copy.png){kind=logo}
How We Help
We are dedicated to bringing value and results to our clients through performance, services, full transparency and knowledge. ​​​
Open &
Honest
Robust &
Consistent
Our proprietary investment strategy results in more return achieved per unit of risk taken.
Transparency is trust, and we are committed to full transparency with our clients.
What can we help you with?
Our Services
Explore our service offerings including advice, management, and planning.
Valuable Client Guidance
Our clients are far ranging with unique and varying backgrounds. At the same time many of them have overlapping interests and questions.
We provide advice in many areas of finance including equities, real estate, debt and savings.
Navigating Complex Terrain
The world of investments and capital markets is complex and requires a high degree of knowledge and understanding to navigate correctly.
Our portfolios are designed to help keep your financial plans moving in the right direction.
Achieve Your Goals
Without a well conceived and thorough plan for your financial goals it can be very difficult to actually achieve them.
We are happy to help you determine what your goals are and then put together a plan to achieve them.
Contact Us
Investors should conduct their own analysis prior to making any investment decisions. Diversification does not eliminate the risk of experiencing investment loss. Past performance is not a guarantee of future results. Investment process is subject to change.​
Education
A Part of
Our Mission
We believe education is transformationally beneficial to our clients, and in general.
​
As a result, we offer our Journal as well as insights into our proprietary strategy and how it functions.
This website is for informational purposes only. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks.
Investors should conduct their own analysis prior to making any investment decisions. Diversification does not eliminate the risk of experiencing investment loss. Past performance is not a guarantee of future results. Investment process is subject to change.​ Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in a loss. ​​Investors should conduct their own analysis prior to making any investment decisions.
Featured Insights
Our Journal
Tariffs: Revenues Are Up. Why Aren't Prices?
Tariff revenues are on track to reach over $300 billion per year but thus far prices aren't up and earnings appear unaffected.
Back to the Future: The Return of US Manufacturing
In this note we look at what the White House is trying to accomplish with the tariffs and the implications for the US financial markets.
Finally, Earnings Return to Growth
Earnings grew by 11% for the S&P 500 as a whole in Q2 of 2023. This is the highest earnings growth we have experienced since Q4, 2021.
The factual information set forth herein has been obtained or derived from sources believed by the author and Convexity Wealth Management, LLC to be reliable but it is not necessarily all-inclusive and is not guaranteed as to its accuracy and is not to be regarded as a representation or warranty, express or implied, as to the information’s accuracy or completeness, nor should the attached information serve as the basis of any investment decision.