Our Approach
It is our belief that family offices should strive to achieve absolute positive returns under all market conditions, with low correlation to traditional equity and fixed income markets.
With this goal in mind, Tessa Wealth Advisory professionals integrate multi-asset relative value and fundamental strategies into our advisory practice.
Wealthy individuals and their families don’t want surprises – they look for diversification, higher expected returns and better risk controls. We bring all of these characteristics by taking a systematic approach to our multi-class tradable markets wealth advisory practice.
We use a rules-based disciplined investment process – the one we implement consistently, at the same time being conscious of behavioral pitfalls jeopardizing it. Despite relying on statistical and mathematical methods, we continuously question ourselves about limitations of our analysis, and work on improving it.
We believe that current price of an asset represents the collective knowledge of market participants, thus allowing us to focus on things we can control – how we analyze and interpret the data, and how we provide advice on designing and managing investment portfolios.
We extend Tessa Wealth Advisory systematic investment advice across multiple asset classes, and particularly focus on delivering a defensive return profile during inevitable market downturns. By being opportunistic with respect to investments, broadly diversified and global in scope, we strive to capitalize on occasional mispricings and volatility spikes.