At 1133 Capital, we provide institutional-grade investment strategies to preserve and grow capital. Our disciplined approach offers tailored portfolio solutions for high-net-worth individuals, families, and institutions.
Disciplined, research-driven investment strategies focused on long-term capital appreciation and risk management.
Comprehensive risk analysis and mitigation strategies to protect assets across market cycles.
Direct access to seasoned investment professionals committed to achieving your financial objectives.
Strategic asset allocation designed to protect purchasing power and generational wealth.
Fundamental and quantitative equity investment strategies for domestic and international markets.
Credit research and interest rate strategies across government, corporate, and structured products.
Access to private equity, hedge funds, real assets, and other non-correlated return streams.
Investment policy, manager selection, and performance oversight for foundations and pensions.
Disciplined Investment Management in Miami
1133 Capital is a Miami-based investment management firm dedicated to achieving superior risk-adjusted returns for our clients.
Our investment team employs a rigorous, bottom-up research process to identify high-conviction opportunities across global capital markets.
We construct resilient portfolios designed to weather market volatility and compound wealth over the long term, aligning each strategy with specific client objectives and constraints.
Expertise in navigating global capital markets to construct optimal, risk-managed portfolios for discerning clients.
Strategic and tactical asset allocation based on macroeconomic research and forward-looking risk/return estimates.
Deep fundamental and quantitative analysis of individual securities across equities, fixed income, and alternatives.
Comprehensive risk monitoring using quantitative models to manage exposure, volatility, and drawdowns.
Clear, detailed performance attribution and reporting that provides transparency into investment decisions and outcomes.
Rigorous qualitative and quantitative assessment of third-party investment managers and funds.
Designing and implementing investment programs for pensions, endowments, foundations, and other institutions.
Our investment team maintains the highest professional designations and adheres to a strict fiduciary standard.
Our commitment to rigorous process and client alignment is reflected in our long-term performance and relationships.
Active research coverage across major equity, fixed income, and alternative asset classes.
Long-term partnerships built on consistent communication, transparency, and results.
Serving a global client base of individuals, families, and institutions from our Miami office.
Continuous oversight of portfolio positions and global market developments.
Consistently ranked among top investment managers for risk-adjusted performance and client service.
Comprehensive Investment Management Solutions
Fully customized, actively managed investment portfolios aligned with your specific risk and return objectives.
Holistic financial planning integrated with investment management for high-net-worth individuals and families.
Development of formal investment policy statements and ongoing oversight for institutional clients.
Portfolio strategies designed to maximize after-tax returns through loss harvesting and efficient asset location.
Curated access to top-tier private equity, venture capital, real estate, and hedge fund opportunities.
Comprehensive, transparent reporting on performance, risk metrics, and portfolio attribution.
1133 Capital's disciplined approach to portfolio construction has consistently protected and grown our family's wealth through multiple market cycles. Their transparency is unmatched.
As the CFO of a mid-sized foundation, I rely on 1133 Capital for their rigorous manager due diligence and strategic asset allocation advice. They are a true fiduciary partner.
For over a decade, 1133 Capital has managed a significant portion of our liquid net worth. Their focus on risk management and after-tax returns has been instrumental to our financial success.
After selling my business, I needed sophisticated investment management. 1133 Capital designed a comprehensive liquidity plan and portfolio that provides growth, income, and capital preservation.
The team's deep expertise in alternative investments has allowed us to diversify beyond traditional markets, enhancing returns and reducing overall portfolio volatility.
Our Senior Investment Professionals
Over 20 years of experience in global equity strategy and portfolio management. CFA Charterholder.
Expertise in credit research and interest rate derivatives. Former institutional bond trader.
Leads sourcing and due diligence for private equity, real estate, and hedge fund investments. CAIA.
Develops quantitative risk models and manages portfolio construction analytics. PhD in Financial Economics.
Frequently Asked Investment Questions
Our philosophy is rooted in fundamental research, long-term horizon, and disciplined risk management. We believe in constructing diversified portfolios of high-conviction ideas identified through a bottom-up security selection process, complemented by a top-down assessment of macroeconomic risks. Our process is systematic, repeatable, and focused on achieving superior risk-adjusted returns over full market cycles.
We serve discerning individual and institutional investors. This includes high-net-worth individuals, family offices, foundations, endowments, and corporate retirement plans. Our minimum relationship size allows us to provide a high-touch, customized service, but we evaluate each potential client relationship based on strategic fit and shared investment values.
Risk management is integral, not separate, from our investment process. We employ a multi-layered approach: 1) Strategic Asset Allocation based on client-specific objectives and constraints, 2) Rigorous Security-Level Due Diligence, 3) Continuous Portfolio-Level Monitoring of exposures, concentrations, and stress scenarios, and 4) Formal Rebalancing Protocols. We provide clients with clear reporting on key risk metrics like volatility, Value-at-Risk (VaR), and drawdown analysis.
We operate on a transparent, assets-under-management (AUM) fee schedule that aligns our interests with those of our clients. Fees are billed quarterly in arrears, based on the average daily market value of the managed assets. Fees are all-inclusive for our discretionary portfolio management and advisory services; they do not include underlying fund expenses, which are fully disclosed. We do not receive commissions or third-party compensation, ensuring our advice is unbiased.
Clients receive comprehensive quarterly performance reports with detailed attribution and commentary. We schedule formal review meetings at least semi-annually, or more frequently as needed. You will have direct access to your portfolio manager and our client service team. We are proactive in our communication, especially during periods of significant market volatility or when strategic changes are being considered for your portfolio.