“Risk cannot be destroyed, only transformed.”

Newfound Research LLC is a quantitative investment and research firm dedicated to helping investors pro-actively navigate the risks of investing through thought leadership and investment acumen.  To build more resilient portfolios, we seek to diversify across the investment axes of what, how, and when.

Dedicated to helping investors pro-actively navigate market risks.

We currently serve financial advisors via open-end mutual funds, ETFs, model portfolios, and separately managed accounts through most major model manager platforms / TAMPs.  For qualified firms, we offer model delivery and customized mandate solutions.
We offer customized research and consulting services for family offices, consulting firms, and pensions. Our expertise extends to tactical asset allocation, quantitative investment strategies, and risk management.
We provide institutional investors with consulting, education and investment strategies to support a variety of mandates.