Success is a direction,
not a destination.

Together we'll keep your ship on course.

Let's find a clearer path towards financial peace of mind.

I'm a fiduciary for a select group of successful individuals. 

My clients are near or in retirement and want a more stable plan.

We're just as concerned with risk as we are with returns.

Client Experience

Portfolio Management

Betavisor has three distinct portfolios focused on risk and constructed specifically to fit your needs.

Advice and Protection

Beyond traditional portfolio management, advice is invaluable. Our DataDriven Process minimizes unnecessary risk and increases your odds of success.

Strategic Planning

We'll look at the whole picture and create the right approach for you. Your individualized plan will provide a clear understanding of your financial future.

DataDriven Process™

Lower volatility in your portfolio.

Using math, history and finance, the DataDriven Process™ was developed to reduce a portfolio's risk and improve your odds of survival.

Find out more about us.