About

Christopher Stevenson, a seasoned investment professional, has build a strong career in the financial industry through his unwavering dedication to client success, innovative investment strategies, and the relentless pursuit of improving his craft. Holding a BSc in Finance from the University of Connecticut and a Chartered Financial Analyst (CFA) designation, Mr. Stevenson has honed his skills as an investment manager over 10 years on the buy side.

Mr. Stevenson’s unique background includes his decade-long tenure at a single-family hedge fund, where he was instrumental in managing a diverse portfolio focusing on equities, credit, and derivatives. One of Mr. Stevenson’s unique strengths lies in his ability to construct bespoke investment portfolios by implementing innovative strategies. This includes employing option overwrite strategies, creative direct indexing portfolios to generate tax efficiencies, active equity strategies to capture specific investment factors, and a variety of other creative methods to achieve the unique goals of his clients.

Recognizing that each client has unique financial goals and risk tolerances, Mr. Stevenson tailors his investment approach to meet their specific objectives. Trained in the ‘value investing’ discipline, a key underpinning of his investment philosophy is an unyielding focus on risk management, mitigating potential downside by underwriting every investment using a refined risk/reward framework. He is also a staunch advocate of controlling investment costs, and maintaining a long-term perspective, believing that these factors are crucial to investment success.