Parabolic Asset Management

Coronado, United States

5

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6 reviews

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Description

Specialties

I help people navigate through the numerous investment choices out there to help them reach their financial goals, all while substantially lowering their costs, protecting their investment gains, and mitigating the risk of big downturns in the market.

How I can help you:

Asset Allocation: Understand How Your Investment Mix Can Help You Reach Your Goals

* Shifting your mix of stocks and bonds based on the risks in the economy can have a large impact on your returns.

* Did you know that by sometimes having more conservative investments, you can reach your financial goals faster?

Keep Fees & Costs Low: Increase Your Investment Returns By Keeping Your Costs Down

* In a world where investments are only expected to earn 4%, fighting to keep costs down can have the largest controllable impact on your returns.

* I can help find and eliminate sales charges on your mutual funds that can impair your returns

* Eliminate up to 90% of mutual fund fees

Use Academic Research To Capture And Protect Gains While Mitigating Losses

* Benefit from a program that protects your gains when the next bear market comes.

My Experience:

* CFA charterholder with over 16 years of experience managing investments, spanning three bull markets and two bear markets.

* Managed $ 100 million in client assets at Wells Fargo.

* Managed $ 50 million hedge fund that was profitable during the 2008 Financial Crisis.

* Committed to the highest ethical and professional standards.

History

Established in 2014.

The company was founded on the belief that institutional class investment methods should be made available to all investors, and it should be available at low cost to provide the greatest benefit to clients.

Meet the Business Owner

Rainier T.

Business Owner

Founder and President of Parabolic Asset Management LLC. He has over 15 years of investment management experience, previously co-​managing a market-​neutral hedge fund that took advantage of mispricings in publicly-​traded REITs. During his tenure, the hedge fund outperformed the S&P 500 over ten years and was profitable during the 2008 Financial Crisis, all while maintaining a lower risk/​volatility profile.

He also served as a portfolio manager for Wells Fargo Wealth Management, where he managed $ 100 million in equity and fixed income portfolios for high net worth clients. He also served as a Technology Equity Analyst, covering the Computer Hardware Industry. He holds the Chartered Financial Analyst designation.