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IT’S ABOUT INTEGRITYSTEWARDSHIP & THE CONFIDENCE TO BE DIFFERENT.

IN THE WORLD OF ASSET MANAGEMENT, THAT’S A GOOD THING

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The Precision of a Topturn

A surfer executes a top turn at the crest of a wave to re-position himself back into the momentum of the moving water.

The ability to execute a top turn relies on the surfer processing thousands of seemingly unrelated factors, all of which come together into what people perceive to be innate ability, when in reality it is a construct of process, practice, and experience.

Topturn Capital is an asset manager with an investment process that parallels this analogy. We invest with a fluidity and confidence that appears instinctual, however, everything we do is pinned to logic, systematic analysis, and hard work.

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A Studious strategy

We have always been enthralled by the purity, stability, and predictability of the primary asset classes – equities, commodities, bonds, and currencies. In forming the Omnistrat Fund we compiled everything that we could determine anyone knew about investing in primary assets. We then systematically dismantled this knowledge, placed aside traditional thinking, and put the pieces back together in a way that we believe re-engineers the relationship between volatility and return.

Over and above the merits of our Omnistrat strategy, our approach to investing is straightforward. We invest in assets that aren’t foreign to anybody, we prioritize the preservation of capital above all else, and we studiously watch the relationship between return and volatility.

Click here to speak to Topturn Capital’s CIO about Omnistrat’s performance.

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People make the difference

Overview

Topturn Capital is an asset management company that invests in the primary asset classes. We target this investment niche because there is a lot of data surrounding how these assets react under varying degrees of pressure. We believe this allows us to build better models. We also don’t think anyone should invest in anything they can’t readily explain to a friend.

Like everyone else, we have lots of experience; however, it is our time spent directly interacting with people and supporting those relationships over time that make us different. Integrity guides our approach and can only be established from real people and real relationships. People have put large sums of money into a relationship that requires significant stewardship, insight and expertise, and we value that.

Leadership

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    Dan Darchuck

    Co-founder and CEO

    Dan has a valuable and noteworthy 30-year track record of investment and wealth management experience, and a proven forte in helping private business owners protect, maintain and generate more value from their successes. He has worked for the likes of UBS and Merrill Lynch and adds highly respected titles to his repertoire such as Vice President of Investments, Accredited Wealth Advisor, Chartered Financial Consultant and CFP and is a continued professional member of the Investment Management Consultants Association (IMCA).

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    Greg Stewart

    CO-FOUNDER and CHIEF INVESTMENT OFFICER

    His resume is impressive, having served in roles such as Portfolio Manager for a Merrill-Lynch high-net-worth focused wealth management team as well as Vice President and Senior Portfolio Manager for UBS. Greg has continued his achievements by being awarded the Certified Investment Management Analyst designation and continues an active membership role in the Investment Management Consultants Association (IMCA). Greg graduated magna cum laude from the respected W.P. Carey School of Business at Arizona State University.

We invest with a fluidity & confidence that appears instinctual, however, everything we do is pinned to logic, systematic analysis, & hard work.

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CONTACT US FOR A COMPLIMENTARY SESSION.
LET’S TALK.