What’s the Research Behind

Intelligent Portfolio Design™?

✅ Intelligent Portfolio Design™ is built on over

40,000+ simulations, 12 institutional-grade risk metrics,

and the core investment principles of the world’s most successful hedge fund architects — including Ray Dalio, Jim Simons, and Cliff Asness.

It’s not a theory.

It’s the product of decades of research, thousands of hours of testing,

and a unified framework designed to

replace prediction with preparation.

We didn’t invent new truths.

We systematized the ones that actually work.

📉 The Problem: What Most People Get Wrong

Wall Street still builds portfolios on:

Modern Portfolio Theory (MPT)
Static 60/40 allocation
Forecast-based strategies
Past performance as a proxy for future truth

But here’s the truth:

MPT was built in 1952.

It assumes investors are rational and markets are efficient.

And it’s still the default blueprint —

despite constant failure under stress.

Most models ignore behavioral risk.

Most strategies collapse when conditions change.

And most advisors lack a unified system to diagnose and design structurally sound portfolios.

🔁 The Belief Shift

Old Paradigm: ““Markets are efficient. Diversify and ride it out.”

New Paradigm: “Markets are complex. Prepare for anything. Design around risk.”

You don’t need a new theory.

You need a system that reflects how the world actually works.”

🧱 The Structural Explanation

Here’s what backs Intelligent Portfolio Design™:

✅ 40,000+ Simulations

→ Historical stress tests across regime shifts, recessions, inflation spikes, and crashes

✅ 12 Institutional Risk Metrics

→ Including Sharpe, Sortino, Beta, Max Drawdown, Recovery Burden Index, and more

✅ The Sigma Score™

→ A composite scoring system measuring Stability (Gamma), Resilience (Tau), and Efficiency (Eta)

✅ The Quantum Portfolio Engine™

→ A three-gear, modular architecture modeled on the All-Weather framework and

enhanced with alpha overlays and behavioral guardrails

✅ Behavioral Finance & Decision Theory

→ Rooted in the work of Kahneman, Tversky, Thaler, and validated by investor behavior data

✅ Real Advisor Use Cases

→ System has been used to evaluate and optimize portfolios managing $200M+

We reverse-engineered what works —

then rebuilt it with behavioral integrity and system-level clarity.

📊 Why It Matters

✅ You can’t build resilience on outdated assumptions

✅ True preparation requires more than diversification — it demands structural diagnostics

✅ This system turns complexity into clarity — and theory into survivability

“We didn’t trust models.

We tested structures.

What survived — stayed.

What failed — was cut.”

👥 Who This Is For

→ For skeptical investors who want truth, not trends:

This system shows you what actually holds up — with the receipts to back it.

→ For fiduciary advisors tired of outdated models:

This gives you the tools, diagnostics, and confidence to shift clients from hype to health.

🛠 When You’re Ready, Here’s How I Can Help.

Want to see the research in action?

We’ll show you what your current portfolio looks like —

and how it holds up under truth.

🧠 Further Insights to Strengthen Your Clarity

Ready to go deeper?

These aligned insights build on

what you just uncovered.

Why Most Portfolios Break Under Pressure
What Is the Sigma Score™ and How Is It Calculated?
What Separates Great Investors from Average Ones?
How Does the Quantum Portfolio Engine™ Actually Work?

Terms & Conditions | Privacy Policy

Terms & Conditions