Imagine Math

The firm provides financial planning and discretionary investment management to individuals, families, trusts and estates, managing approximately $3.73 million for eight clients. Financial planning services are included as part of the advisory relationship rather than as a separate engagement, and the firm does not require a minimum asset level to begin work.

Investment recommendations are custom and documented in a written Investment Policy Statement that reflects each client’s goals and risk tolerance; the firm combines traditional fundamental sources with quantitative analysis to construct and manage portfolios. Strategies may include long- and short-term equity positions, fixed income, mutual funds and ETFs, and in some accounts the use of options, short sales, margin and exposure to digital assets; the adviser operates with discretionary trading authority and provides monthly reviews and quarterly performance reports.

Distinctive features include the sole owner’s advanced academic training in mathematics and prior experience building quantitative models at a boutique investment firm, which informs the firm’s emphasis on quantitative allocation and risk analysis. The firm maintains an institutional relationship with a digital custodian that provides back-office and platform services (a disclosed potential conflict), and the owner splits time with part-time academic and software development work while overseeing all investment research and client service.