Our Approach
We believe that risk management should be at the center of the investment process. All investors, whatever their individual strategies and risk tolerance, require risk management to understand the exposure of their portfolios to ever-changing markets.
Previously, professional risks systems with their complex setup and high cost, were the preserve of only top investment banks and hedge funds. This placed individual investors at a competitive disadvantage, often leading to unnecessary risk and sub-par returns.
But now, Clarity can offer individual investors a professional-grade risk system for the monthly cost of a gym membership. Investors can link their brokerage accounts within minutes and analyze their portfolios to a standard of that of the top professionals in the industry.
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Leadership
Wayne Felson
Wayne is CEO of Advanced Financial Analytics. Before founding AFA he was head of liquid investments at a Tier1 Family Office. Prior to this Wayne worked for Deutsche Bank for 20 years in a variety of senior roles, culminating as Head of Fixed Income for the DB Investment Bank. He began his career at Salomon Brothers and holds a BS in Physics and a BSE in Computer Systems Engineering from Stanford University.
