With the use of technology, we help Wealth Creators unlock their perfect modern portfolio.
Growing wealth in today’s world can be difficult. The complexities of investing continue to increase, previously unknown systemic risks are beginning to materialize, and diversification is becoming a harder task to accomplish.
Traditional institutions have become outdated for Wealth Creators, leaving them alone to navigate this complex environment. Unbiased and independent advice is scarce and only available to the ultra-wealthy. Yet, everyone needs guidance in navigating challenging market environments, even-tempered analysis during good markets and bad, and support with creating truly diversified multi-asset portfolios.
The status quo poses a danger to an individual’s financial stability and freedom.
At Othis, we are committed to solving investment management and administration problems of growing wealth in today’s world.
We believe that technology will enable us to move past traditional wealth management opportunities. Whereas off-the-shelf, pre-made solutions offered by in-person advisors were previously the only methods to receive wealth services, we think that technology has developed enough to allow for fine-tuned, hyper-personalized portfolios for all our clients. Artificial intelligence and machine learning also allow for cross-asset analysis, across public and private assets, that wasn’t possible before.
With the use of technology, we strive to help Wealth Creators unlock their perfect modern portfolio and put it on autopilot. Our clients will be able to shape, monitor, and optimize their wealth in alignment with their evolving life without any administrative hassle.
To make this vision a reality, we have to gain a deep understanding of diversification, including in newer alternative assets that professions struggle to understand. Merely throwing together a few assets from different asset classes isn’t diversification. We are building the tools to measure risk and to ensure true diversification in complex portfolios with both public and private holdings. As a result, all our clients will be able to unlock their perfect modern portfolio with uncorrelated returns streams regardless of market regime.
While we have yet to fully realize this vision, our product already features “Portfolio Lab” that helps users see their diversification, shows market regimes to demystify market movements, and allows users to compare their portfolios to benchmarks and goals. We will continue to build and improve this feature to help users to grow their wealth and build their perfect portfolios.
Ultimately, our aim is to help Wealth Creators do more with their wealth than just manage it.
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