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Leading
Wealth Management

Solutions for Your Financial Goals

Analysis and decision-making you can trust. 

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Benefit from robust, risk-efficient returns and a suite of services founded on an honest adviser relationship. 

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We look forward to meeting you and learning how we can help. 

INNOVATIVE & EFFICIENT
How We Help

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

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ROBUST & CONSISTENT

Return
Performance

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

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EXPERIENCE & ACADEMICS

Uncommon
Knowledge

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

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OPEN & HONEST

Full
Transparency

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

SIMPLE TO COMPLEX 
Our Services

Financial planning is centered around the financial goals that a person has. We are happy to help you as you determine those goals and then put together a plan for each.

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Most financial planning is done for the following:

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  • Purchasing a home

  • Saving for a child's education

  • Retirement income

Financial Planning
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.

INSIGHTFUL & INFORMATIVE 
Our Journal

Recent Journal
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Finally, Earnings

REturn to Growth 

Earnings in many sectors have been struggling for some time but recently this trend has changed.

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Click below to learn more.​

Always 
Be Learning

After decades of experience and academics, we are happy to share our knowledge so that you may understand more about the financial industry and the world of capital markets.

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