Data-Driven Investment Management
Ward Capital Group delivers rigorous, risk-adjusted returns through advanced quantitative and fundamental strategies.
Proprietary Investment Strategies
Targeting Alpha through deep research and disciplined execution.
Quantitative Models
Utilizing sophisticated algorithms and market anomalies to generate consistent, systematic returns across asset classes.
Global Macro Opportunities
Opportunistic investing based on macroeconomic trends, interest rate shifts, and geopolitical drivers in major markets.
Absolute Return Focus
Strategies specifically designed to achieve positive returns regardless of overall market direction, minimizing correlation risk.
Investment Management Tiers
Tailored structures designed for High-Net-Worth individuals and institutional partners.
Core Portfolio
1.5% / Annual Fee
- ✓ Diversified Index Exposure
- ✓ Quarterly Performance Reporting
- ✓ Baseline Tax Efficiency Consulting
- ✓ Minimum Investment: $500K
Quantitative Strategy
1.0% + 10% / AUM + Performance
- ✓ Proprietary Algo-Driven Trading
- ✓ Daily Risk Monitoring & Adjustment
- ✓ Sophisticated Hedge Instrument Usage
- ✓ Minimum Investment: $2M
Institutional Mandate
Custom / TBD
- ✓ Dedicated Co-Managed Fund
- ✓ Fully Customizable Investment Horizon
- ✓ Direct Access to Portfolio Managers
- ✓ Minimum Investment: $10M