Look good when the market doesn’t.
Active risk management and portfolio optimization for financial institutions serving high-net-worth families.
You’ve worked hard to help your clients become wealthy. Make sure they stay that way.
Altium’s managed solutions help you protect your clients’ wealth from market downturns and generate alpha with powerful quantitative analysis.
Who We Serve
We work with CIOs overseeing $500M+ of AUM to develop and deliver managed solutions that provide superior risk/return profiles than traditional 60/40s, indexes, and annuities.
Why work with us?
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A Seasoned Team
Over 100 years of combined experience in quantitative analysis, trading, portfolio construction, and risk management.
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A Focus on Risk Mitigation
Proprietary risk models are built to withstand adverse market conditions while capturing upside.
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Solutions vs. Products
Customize and white-label Altium’s fully managed models to suits your firm’s needs.
Solutions We Offer
Structured Note Portfolios
Actively-managed note portfolios focused on principal protection with diverse upside capture.
Defined Outcome Strategies
Replicate the mechanics of structured notes directly inside client accounts with actively managed bond & option portfolios.
Strategic Asset Allocation
Maximize portfolio performance with Altium’s advanced quantitative models and heavy-tail optimization.
Meet the Team
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Ron Piccinini
Chief Investment Officer
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Duane Mercer
Chief Financial Officer
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Nate Lehoux
Chief Administrative Officer