ABOUT US
We are an asset manager on a mission to help our clients better understand the world of investing. Our process expands on modern portfolio theory to achieve risk-adjusted returns that fit each client’s unique situation.
Science-Based Investing
We base our investment philosophy on Nobel Prize-winning academic research, which clearly states that, over the long run, the vast majority of active managers will fail to outperform their benchmarks. Learn more by viewing our insights page.
Our Services
Global index of all major asset classes.
Portfolio Optimization
Risk/reward optimization of investment portfolios.
Risk Management
Custom hedging and derivative strategies.
our mission
To help you develop a deeper understanding of the global financial markets, and to translate that understanding into optimal investment portfolios for each of your intended goals.
For immigrants, their descendants, and anyone else looking to learn the unbiased truth about investing, Close the Gap & Get Your Share is a step-by-step guide to generating and passing on wealth in the US.
From Dr. Julio Cacho, Cole Conkling, and Juan Carlos Herrera, managing directors of Inscription Capital, Close the Gap & Get Your Share is a crucial resource that explains US-based investing in a way that makes sense to immigrants (as well as novice investors) and allows them to skip years of learning and catch up to their non-immigrant peers in attaining financial prosperity—without jeopardizing their families' existing resources. Close the Gap & Get Your Share does away with the usual Wall Street practice of overcomplicating investment advice in favor of fact-based, straightforward strategies and puts the listener's financial wellbeing first.
Close the Gap & Get Your Share teaches immigrants and their families how to: overcome the hidden and unnecessary risks that face immigrants and all novice investors; invest in practice, including topics about what a market is, risk and return, risk tolerance, and how to properly balance risk and return; and deal with investor behavior, including recognizing and understanding behavioral biases and how to properly overcome them so you can achieve long-term financial security.