The Architecture of Wealth
Our advisory is built on three pillars of structural integrity. While others rely on market momentum, we rely on engineered precision.
Custom Portfolio Construction
We move beyond "off-the-shelf" allocations. Every portfolio is engineered from the ground up, factoring in your specific asset class preferences and risk tolerance. We focus on structural robustness to ensure your capital survives diverse market regimes.
Comprehensive Financial Planning
Wealth is a means to an end. We map your entire financial ecosystem ensuring that every dollar is optimized for your multi-generational objectives.
Goal-Aligned
Wealth Strategies
We align your investment horizon with your life’s milestones. Whether preparing for a liquidity event, a major acquisition, or a legacy transition, our strategies are benchmarked against your goals, not just market indices.
Numericon Alpha: Flagship Multi-Strategy Portfolio
At the intersection of our Quantitative and Advisory pillars sits Numericon Alpha. Our firm directly manages and operates this flagship multi-strategy portfolio, which serves as the live implementation of our most rigorous research.
The strategies within the portfolio:
1. Volatility & Market Neutrality (The Profit Driver)
Long-Short Volatility: Capitalize on US Equity market fear. We turn market turbulence into a repeatable statistical advantage.
Options Engine: Proprietary models executing Spreads, Iron Condors, and Diagonals to exploit market inefficiencies with defined risk.
2. Systematic Equity & Momentum (The Growth Driver)
US Index Trading: A disciplined, long-only approach to the S&P 500, Nasdaq, and Russell 2000, driven by volatility matrix analysis.
Crypto Momentum: Data-driven Bitcoin strategies with intraday tactical exits to capture upside while mitigating "crypto-winter" drawdowns.
3. Macro & Defensive Hedges (The Protection Driver)
Gold & Crude Oil: Exploiting intermarket dynamics and term-structure shifts to capture asymmetric opportunities in commodities.
Treasury Yield Curve: Capturing medium to long-term shifts in interest rate expectations via the derivatives curve.
Smart Cash: Zero idle capital. All remaining cash is deployed into Short-Term Treasuries for liquidity and steady yield.
Our Risk Mandate: No Undefined Risk: We do not engage in "naked" trades or unhedged exposure.
Dynamic Allocation: We continuously reweight uncorrelated strategies based on the current market regime.
Statistical Edge: Every trade is backed by historical probability, not market sentiment.
Numericon Alpha Performance
Numericon Alpha:
CAGR: 28.58%, Drawdown: -3.68%, Sharpe Ratio: 3.21
VBIX (60/40 Stocks-Bonds):
CAGR: 1.39%, Maximum Drawdown: -22.15%, Sharpe Ratio: 0.11
Performance represents a combination of audited backtesting (2022–2024) and live strategy execution (2025–Present). Past performance, whether simulated or real, is not a guarantee of future results.
Systematic Wealth: Tailored Risk Regimes
Choose Your Strategy:
The Growth Model (High Alpha)
Objective: Maximum capital appreciation.
Target: ~15% CAGR.
Best For: Investors seeking aggressive growth through high equity allocation.
The Balanced Model (Market Neutral)
Objective: Sustainable wealth creation.
Target: ~10% CAGR.
Best For: Those seeking a "smooth" equity curve with minimized correlation to market swings.
The Preservation Model (Capital Security)
Objective: Absolute downside protection.
Target: ~7% CAGR.
Best For: Conservative HNWIs focused on staying ahead of inflation while hard-coding capital safety.
Engineered for those who seek the power of Numericon Alpha with a focus on long-term stability and institutional-grade downside protection.
Connect With Our Team
Whether you are looking for creating a customized portfolio, financial advisory services or grow your wealth, MVK Alpha Capital is here to help. Reach out and a member of the team will get back to you within 24–48 hours.
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