CFAs with decades of experience to help you navigate shifting financial markets
We know how time-consuming and stressful it is to manage client assets, especially in volatile financial markets. If you are like most financial advisors, you want to spend less time worrying about investments and more time with your clients. However, handing off responsibility for your clients’ accounts can leave you feeling uncertain if you give up control over important decisions. At Alvarium Analytics, we understand how advisors want an investment partner that solicits their input and approval for major investment decisions. We work with advisors who want to build their practices, deliver compliant and differentiated solutions to their clients, and educate their teams.
We use a three-step process to transition your client accounts to your tailored model portfolios.
Start by scheduling a call so we can discuss your goals and preferences and we can answer your questions. Next, review the complimentary sample portfolio we create for you. Third, put us in touch with your team to schedule a seamless rollout of new portfolios for your practice. We believe that getting the short-term operational details right is critical to a successful long-term business partnership. After your portfolios are launched, we use our systematic process to manage
your portfolios and communicate with you and your team. This includes weekly performance reporting and monthly investment committee meetings.
Clients of above-average advisors deserve above-average portfolio management.
We help you to confidently grow your business, with investment strategy
tailored to you and your practice.
Schedule a call so we can get started together.
Jonathan Calvert CFA
Founder and Strategist
Jonathan Calvert is the founder of Alvarium Analytics.
Jonathan has thirty years of asset management experience. He spent the first decade of his career at GMO as a researcher and portfolio manager in global equities and asset allocation. He was the director of quantitative trading research and a partner of the firm when he left in 2003.
Mr. Calvert subsequently designed and managed equity and allocation products at Ameriprise Financial and the BNY Mellon. Prior to launching Alvarium Analytics in 2013, Jonathan was a co-founder of Alvarium Capital, which ran a multifrequency long/short equity hedge fund.
In his spare time, Jonathan loves spending time In Vermont snowboarding with his ski-racer daughters, cycling up and down hills, and enjoying music, books, and movies.
Richard Suvak MSF, CFA
Director of portfolio management
Rick is a thoughtful, insightful investment professional with over twenty years of analysis, portfolio management, and client relations experience.
Richard’s investment and leadership experience is both deep and broad. Prior to joining Alvarium, he founded the RIA firm Eunoia Financial, Richard has worked independently and was a partner and senior member of global investment powerhouse GMO. Mr. Suvak has led teams of investment professionals, set research agendas, directed investment flows, managed portfolios, analyzed investment assets, and worked with clients to define objectives, risk tolerances, and other considerations for the appropriate investment of funds.
Richard is committed to his wife, two sons, and their interests.
