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VERIFIED COMPANY DOSSIER

CataMetrics Mgmt

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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

catametricsmanagement.comLinkedIn

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

Primary SectorInvestment Management
Workforce Size1-10 Employees
Global HQUndisclosed, United States
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Investment Management
Company Type
Privately Held
Founded
Undisclosed
Employee Bracket
1-10
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
55 Greens Farms Road CT Westport
City
—
Region / State
—
Postal Code
06880
Country
United States

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domaincatametricsmanagement.com
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LinkedIn NetworkActive Profile
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