Who we are
An institutional-grade fiduciary and trusted partner for families, executives, and foundations navigating complex wealth.
We are an independent, fee-only boutique wealth management firm operating under a fiduciary standard to ensure complete alignment with our clients' objectives.
We bring clarity to high-net-worth families and institutional investors who seek to simplify sophisticated structure, transparency, and deliberate control over their capital.
Our distinct value lies in marrying traditional asset allocation with advanced risk management, derivative hedging, and tailored option overlay strategies designed for income generation and downside protection.
Operating on an open-architecture platform - our independence and objectivity gives our clients unrestricted access to global market solutions tailored to bespoke mandates.
We construct portfolios engineered to endure market cycles and uncertainty, focusing on strategic preservation rather than speculative prediction.
To us, wealth management is the art of defining clarity—ensuring your family is protected, your personal/institutional mission is funded, and your legacy is securely structured.
We are your partners in the management and achievement of not just financial goals, but the goals of your life, family, and legacy.
To explore a partnership or review an institutional mandate, we invite you to initiate a confidential conversation.
Our Story
Every decision we make is shaped by a clear sense of purpose. After two decades working in investment management at a New York based asset manager, a unique vision of a better service to offer clients took shape. Through every step, we've maintained our focus on staying true to our values and making space for thoughtful, lasting work.
Theta is a nod to a “state of being” where the brain is relaxed and meditative, not panicky. We are navigating behaviors, goals, and market cycles with a prepared and opportunistic, sometimes contrarian mindset.
Theta is also “time” and its value in investing and potential in options’ pricing for income and managing risk.
Wealth is what we are focused on building, managing, and maintaining for clients and their families.
Partners are who we are alongside you in your journey.
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