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Who We Are

An adviser relationship you can trust

We build customized, convex portfolios  complemented with advisory services to help you achieve your goals.

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Learn more about how we can help you.

How We Help


Innovative & Efficient

At Convexity we are dedicated to bringing value and results to our clients through performance, services, and knowledge. 

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Performance

Robust &
Consistent

Our proprietary investment strategy results in more return achieved per unit of risk taken. 

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Knowledge

Experience &
Academics

We are happy to share the knowledge we have gained through decades of education and experience.

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Transparency

Open &
Honest

Transparency is trust, and we are committed to full transparency with our clients.

What is Convexity?

Convexity refers to a portfolio's relative performance in up-markets as well as down-markets.

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A portfolio with more convexity is one that performs well on a relative basis in both market environments.

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Convex portfolios generate more return per unit of risk taken.

Education

 
Advice, Management, Planning

Our Services

Portfolio management is crucial to every aspect of financial planning. Without intelligent portfolio management, the chances of success for any financial planning goal are decreased. 

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Our proprietary investment strategy is designed to generate more return per unit of risk taken. You can also think of this as a more efficient form of investing.

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Connect

Ready to Connect?

Whenever you're ready, we are happy to meet or do a call to learn about you and how we can help with your goals. 

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Please reach out or reserve your time on our calendar.

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We look forward to hearing from you.

Contact Us

 
Informative & Insightful

Our Journal

Recent Journal
Car Factory

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.

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Click below to learn more.​

Education

Never 
Stop Learning

After decades of experience and academics, we are happy to share our knowledge.

 

Our journal publications help you understand more about the financial industry and the world of capital markets.

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Convexity Wealth Management, LLC is a Registered Investment Adviser (RIA) in the State of Washington, the State of Oregon, the State of Texas, and the State of California. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individual responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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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.

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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.


​LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.

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​This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.

This website provides information about the investment advisory services provided by Convexity Wealth Management, LLC. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information.

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Copyright © Convexity Wealth Management, LLC. All rights reserved.

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