About Us

Focussed on delivering smart solutions for your investment portfolio

  We are a research-driven, independent, asset manager, designing solutions to help you get better-than-average outcomes with your investment portfolio.

 
Jonathan Selsick

Jonathan Selsick is responsible for the overall management of the firm as well as the research, development and implementation of the firm investment strategies.

The quantitative solutions are based upon ten years of experience developing investment models, hands-on research, exploring data sources, testing economic theories and ideas, and learning from the data.

Some of his ideas – both macro and individual stock selection ideas - can be found on Seeking Alpha where he has been a contributor since 2011, and also on an educational video channel he hosts on YouTube called "Invest with Knowledge" to help investors understand key big picture concepts when investing for the long term.

Jonathan earned a Bachelor of Commerce in Economics from Witwatersrand University, South Africa, and an MBA in Finance from the University of Illinois at Champaign-Urbana.  He is a Registered Investment Advisor and holds a Series 65 license.

Jonathan Selsick

 

Regulatory Requirement Disclosures

  1. Form ADV Part 1 : Search for “Jonathan Selsick”
  2. Form ADV Part 2
  3. Our Code of Ethics
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  5. Our Business Continuity Notice