Institutional-Grade
Investment Management

At WealthFund, our mission is straightforward: to help our clients preserve, protect, and prosper.

• Preserve - We safeguard the wealth our clients have already built, applying disciplined traditional investment strategies to minimize downside risk.

• Protect - We shield portfolios against inflation, volatility, and global uncertainty through careful diversification and risk management.

• Prosper - We aim to generate alpha through a wide range of active strategies designed to generate consistent returns and long-term growth.

Our team brings together fully licensed traders and portfolio managers with expertise across macro investing, equities, currencies, options, and futures. This diversity allows us to balance risk and reward in a disciplined, institutional framework.

With a combined 60+ years of experience in global financial markets, our professionals have successfully navigated bull and bear markets alike. From macro strategies to day trading, we apply our depth of knowledge to one objective: delivering institutional-grade investment management for accredited investors.

The co-founders of WealthFund also operate an established financial trading and investment school with over 2,000 students. From this pool, only those who have consistently demonstrated skill and discipline over several years in both simulated and live investment environments are selected to contribute to the fund.

This approach gives WealthFund a unique ability to recruit, develop and continually refresh a diverse team of traders across multiple disciplines, including equities, currencies, options, futures and macro strategies. By drawing on proven talent and diversifying across strategies, we aim to maintain consistency while managing risk. Underperforming positions or traders can be replaced, ensuring continuity and adaptability within our investment process.