Institutional-caliber portfolios built on the convexity principle — designed to seek more return per unit of risk taken.
Paired with independent, fee-only advice across your entire financial life.
No junior advisors, no model portfolios, and a fee-only structure designed to reduce conflicts of interest. You work directly with the people who manage your money — from the first conversation forward.
Advisory, management, planning, and account services — structured to work together, not in silos.
Research notes, market commentary, and long-form analysis from the Convexity investment team.
View all articlesTariff revenue is projected to surpass $300 billion annually — a figure that commands attention. Yet consumer prices have not moved in proportion. The gap between what tariffs should theoretically cost and what households are actually paying raises a question that most market commentary has not seriously engaged with.
Read ArticleThe United States has placed a baseline tariff of 10% across the board on all countries, and multinational companies are moving rapidly to adjust their global supply chains. The implications for national security and financial markets run considerably deeper than the trade balance.
Read ArticleQ2 earnings announcements finished in late August, and we are now well into Q3. The headline story is that the S&P 500 had positive earnings growth year-over-year — including the non-tech sector, which hadn't seen earnings growth in over a year. Earnings grew by 11% for the S&P 500 as a whole.
Read ArticleNo pitch, no obligation — just a direct conversation with the people who would manage your money. We'll walk through your current portfolio, discuss what a convexity-based approach could look like, and answer any questions you have.