Services

Simple. Transparent. Data-Driven Investing.

Our Product

Unlike many firms with dozens of products, we offer one powerful investment strategy driven by quantitative analysis.

Quantitative Strategy

Advanced quantitative models analyze financial data to guide investment decisions.

Daily Performance Tracking

Transparent reporting allows investors to monitor portfolio performance daily.

Institutional Security

Enterprise-grade systems designed to protect investor capital and data.

Fee Structure

We maintain a simple hedge-fund style fee model.

2%

Management Fee

20%

Performance Fee

HWM

High Water Mark Protection

High Water Mark Notice: Performance fees are charged only on new profits above your account’s previous highest value. This means investors are not charged a performance fee twice on the same gains after a drawdown.

Example

If a client starts with $100,000 and the account grows to $120,000 over one year:

Starting Value $100,000
Ending Value Before Fees $120,000
Profit $20,000
2% Management Fee $2,000
20% Performance Fee on Profit $4,000
Total Fees $6,000
Ending Value After Fees $114,000

Performance fees apply only to profits. If there are no gains, no performance fee is charged.

Investor Eligibility

Access to PDX Quant is limited to qualified investors where permitted by law.

Before Investing

  • Investors must satisfy applicable eligibility and suitability requirements.
  • Prospective investors may be required to confirm accredited investor status.
  • All applicants must complete subscription and onboarding documents before approval.
  • Investments involve risk, including possible loss of principal, and are intended for long-term investors who understand these risks.

Nothing on this website constitutes a public offer to sell securities. Any offering is made only where legally permitted and only through the appropriate offering documents.