Risk-controlled
Risk management comes first.
Every strategy states its goal and how much risk it will take to pursue it. Position sizes and limits are set before the first trade.
Strategies
A data-driven investment process.
Every strategy we run starts with a clear goal, is validated with data and executed by algorithms.
How we invest
Three principles behind every portfolio.
Systematic investing uses research, data and technology to build portfolios through a repeatable process instead of case-by-case judgment. Everything that survives our process shares three principles.
Systematic
A disciplined, repeatable process.
Rules decide what each model buys, how much and when it sells. Algorithms carry them out, and the same rules run in calm markets and stressed ones.
Data-driven
Decisions based on data, not feelings.
Every idea starts with a reason it should work. Then it has to hold up across years of market history and stress tests. If the data doesn't back it, it doesn't go live.
Objectives
What do you want your capital to do?
Tell us what you want your capital to do, and we'll match you with models built for that goal.
Growth
Pursue long-term growth.
We hold companies with strengthening fundamentals and long-term growth themes, targeting capital appreciation.
Income
Pursue current income.
We hold dividend-paying stocks and income funds, targeting principal growth and consistent, healthy distributions.
Defensive
Adjust as conditions change.
When set triggers are met, the rules can cut back on stocks or rotate into defensive holdings.
Thematic & alternatives
Add a focused piece to your portfolio.
These models invest in specific themes and real assets such as commodities, sized to sit beside the rest of your portfolio.
Objectives describe what a model is designed to pursue, not a promised result. All investments involve risk, including possible loss of principal. Availability depends on account type and eligibility, and is described in our Form ADV Part 2A.
The lineup
Two strategy engines.
Some opportunities play out over the long run. Others are gone in a day. We built an engine for each.
Agentic strategies
These agentic strategies hold positions for the long run and rotate them as companies change. Our proprietary AI research engine evaluates large amounts of data and surfaces the opportunities; our team decides which fit each strategy's objective.
Advisor networkIndividuals & familiesFamily officesPlatforms
Long-term · Specification
Agentic strategies
- Objective
- Seek differentiated equity exposure built around defined themes and goals, with risk rules set before implementation.
- Style
- Long-only equity.
- Approach
- Names qualify for and drop out of each model using point-in-time rankings, and the model rotates as companies improve or deteriorate.
- Universe
- Publicly traded equities, screened on point-in-time data.
- Construction
- Rules-based weighting with diversification and concentration constraints.
- Risk approach
- Defined constraints, ongoing monitoring and rules-based rebalancing.
- Delivery
- Separately managed and sub-advised accounts at the custodian; model portfolios.
- Audience
- RIAs, individuals and families, family offices, platforms and model marketplaces.
Quantitative strategies
These quantitative strategies seek to exploit short-term market opportunities and trade actively. The goal is a diversifying source of return, uncorrelated with the overall market.
Qualified clientsNot offered via advisor network
Intraday · Specification
Quantitative strategies
- Objective
- Seek returns through high-turnover trading governed entirely by written rules.
- Style
- Long/short equity.
- Approach
- Quantitative, rules-based signals. No discretionary overrides of signals.
- Universe
- Liquid equities and ETFs suited to high-turnover trading.
- Construction
- Position sizing and exposure limits set by written rules.
- Risk approach
- Defined exposure limits, turnover monitoring, and in-sample, out-of-sample and Monte Carlo robustness testing.
- Delivery
- Qualified direct accounts; pooled vehicles under consideration for the future.
- Audience
- Qualified clients only.
Also in our brochure
Direct indexing with tax-loss harvesting
Track an index by owning its stocks directly, with systematic tax-loss harvesting. Ask about it in your consultation.
Details, availability and fees are described in our Form ADV Part 2A. Our research engine is developed by Massari Intelligence LLC, an affiliate under common ownership.
Find the strategy that fits your goal.
Answer a few quick questions. If it's a good fit, we'll set up a consultation and walk you through it.
Risks and limitations.
Systematic does not mean risk-free. Every Massari strategy is subject to the risks below, and to others described in our Form ADV Part 2A.
Market risk
Strategy values rise and fall with the markets they invest in.
Model risk
Rules and models can be wrong, incomplete, or stop working as markets change.
Data risk
Errors, gaps or delays in source data can affect signals and decisions.
Liquidity risk
Some positions may be harder to buy or sell at expected prices.
Turnover
Frequent trading can raise transaction costs and taxable events.
Concentration
Holding fewer positions or sectors can increase volatility.
Leverage and short selling
Some strategies may use margin, short sales, or leveraged and inverse ETFs, which can magnify losses.
Tracking error
Results can differ meaningfully from any index or benchmark.
Drawdowns
Strategies can lose value, sometimes significantly and for extended periods.
Tax consequences
Trading activity can create gains and losses with tax impact.
Operational risk
Technology, execution or process failures can affect results.
No guarantee
No strategy can guarantee a specific return or outcome, and past results do not predict future results.
Custody
Client assets are held at Interactive Brokers, an independent custodian, for applicable accounts. Massari never holds your funds or securities.