SEC-Registered Investment Adviser • CRD #339186
We deploy Heavy-Tail Optimization and tactical risk management to build institutional portfolios engineered for the events that traditional models say can't happen.
The Critical Flaw
Modern Portfolio Theory assumes market returns follow a Gaussian (bell curve) distribution. This assumption systematically and catastrophically underestimates the probability of extreme events.
Source: Analysis by Ron Piccinini, Ph.D., Head of Research at Dreams Investment Solutions. Past market events are not indicative of future results.
Learn About Our Solution →What We Offer
Subadvisory and asset management solutions for RIAs, broker-dealers, and family offices.
Partner with us as your subadvisor. We manage portfolio construction and optimization using HTO while you maintain the client relationship.
Learn More →Direct portfolio management for qualified institutional clients. HTO-optimized allocations with tactical overlay strategies.
Learn More →Carefully selected structured note investments with defined outcomes, principal protection features, and enhanced yield.
Learn More →The Difference
Our Heavy-Tail Optimization framework, developed by Ph.D. researchers, provides a mathematically rigorous alternative to the deeply flawed assumptions embedded in Modern Portfolio Theory.
SEC-registered, compliance-first, and purpose-built for institutional capital. We speak the language of RIAs, broker-dealers, and family offices.
Every portfolio is constructed to survive — and capitalize on — the extreme market events that traditional models dangerously underestimate.
Ready to Get Started?
Interested in learning how HTO can enhance your clients' portfolios? Contact us for a confidential conversation.