CataMetrics Mgmt

CataMetrics Management is an integrated marketing, communication (MarCom), and investment advisory firm (IA). As a MarCom/IA firm we design ETF-based investment strategies that make client-desired trade-offs between risk and return, and support advisers with the explanation tools that help bridge the communication gap between powerful investment strategies and the retail-client marketplace. CataMetrics Management, a registered investment adviser, was co-founded by Erik Olsen, Dr. Henrik Neuhaus, and Christopher Shea in July 2014. The firm offers portfolio strategies based on the firm’s proprietary algorithms which were researched and developed by Dr. Neuhaus. Our innovative investment strategies and client-facing sales support tools have been instrumental in helping our RIA and financial adviser clients win new business and grow their assets under management. To learn more about how we can partner to help you achieve your business goals please email chris.shea@catametricsmanagement.com

Investment Management
,
Founded in unknown
1-10 employees

CataMetrics Management is an integrated marketing, communication (MarCom), and investment advisory firm (IA). As a MarCom/IA firm we design ETF-based investment strategies that make client-desired trade-offs between risk and return, and support advisers with the explanation tools that help bridge the communication gap between powerful investment strategies and the retail-client marketplace. CataMetrics Management, a registered investment adviser, was co-founded by Erik Olsen, Dr. Henrik Neuhaus, and Christopher Shea in July 2014. The firm offers portfolio strategies based on the firm’s proprietary algorithms which were researched and developed by Dr. Neuhaus. Our innovative investment strategies and client-facing sales support tools have been instrumental in helping our RIA and financial adviser clients win new business and grow their assets under management. To learn more about how we can partner to help you achieve your business goals please email chris.shea@catametricsmanagement.com

Company Information

Industry
Investment Management
Company Type
Privately Held
Founded
unknown
Employee Range
1-10
Revenue Range
Not available

Location

Address
55 Greens Farms Road CT Westport
City
Region
Postal Code
06880
Country
United States

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