Who We Are

Fees-Only RIA with 100% Independence and Fiduciary Responsibility

We are a rapidly Growing Registered Investment Advisor (based in Princeton, New Jersey).  We offer clients a unique holistic view of asset allocation, portfolio optimization and security selection across multiple asset classes, as appropriate in today’s volatile market conditions. We only invest in individual stocks and ETFs, no mutual funds and do not sell you third party products such as insurance and annuities

Customized risk/return profile: See https://www.berundacap.com/customizing-client-risk/

Offering a Wealth of Experience and Insights

Over two decades of experience on Wall Street

Managing Partner is a Wharton Finance MBA and two Master’s Engineering degrees in Operations Research, with over 15+ years of Wall Street as well as 10+ years of corporate experience

Supported by a team of fundamental and quant analysts and a highly qualified knowledgeable advisory board

Optimal Asset Allocation Strategies

Our US Tactical Asset Allocation and Global Tactical Asset Allocation strategies opportunistically invest in US dollar denominated asset classes that span across US and Global markets on a monthly basis

Seek to outperform the S&P 500 index and MSCI World index benchmarks consistently on a Sharpe ratio basis respectively with a view of maximizing returns, while minimizing or targeting a specific risk budget, thereby lowering the loss of capital through bull and bear markets

Proprietary investment processes based on blend of academic/practitioner finance research providing a highly differentiated investment alternative to traditional asset allocation strategies