What We Offer
White-label portfolio management powered by Heavy-Tail Optimization
Partner with Dreams Investment Solutions as your subadvisor. You maintain your client relationships and brand identity while we handle portfolio construction and optimization using our proprietary Heavy-Tail Optimization methodology. Our subadvisory model gives your clients access to institutional-grade risk management built on Expected Tail Loss — without disrupting your practice.
Seamless integration into your existing practice. Your clients see your brand and your relationship — we operate behind the scenes, providing the portfolio science that powers their returns.
Every advisory practice is different. We design custom investment mandates tailored to your specific client base, risk tolerances, and investment objectives.
We handle the investment compliance burden so you can focus on what you do best — serving your clients. Our compliance framework is built to meet SEC requirements and fiduciary standards.
Detailed performance and risk reports that you can share with your clients. Transparent attribution, drawdown analysis, and risk metrics delivered on your schedule.
Every portfolio is constructed using our Heavy-Tail Optimization framework, which minimizes Expected Tail Loss rather than relying on the flawed assumptions of traditional mean-variance optimization.
Direct access to our research team, including our Head of Research. We are your partner, not a black box — ask us anything about our methodology or portfolio decisions.
Getting Started
We begin with a confidential conversation about your practice, client base, and investment objectives. We learn what matters to you and your clients so we can design the right solution.
Our research team designs a custom investment mandate tailored to your requirements — risk parameters, asset class constraints, rebalancing frequency, and reporting preferences.
We implement the HTO-optimized portfolio, handling all trading, rebalancing, and ongoing risk monitoring. You receive regular reports and have direct access to our team at all times.
Let us show you how our subadvisory model can enhance your clients' portfolios while simplifying your practice.