Bridging Precision and Global Opportunity
To bridge Swiss precision and global opportunity — offering investors a modern path to access institutional-level capital management with integrity, control, and measurable performance.
Individual Managed Accounts
Avertis Private Capital Management operates through individual managed accounts rather than pooled investment vehicles. Each investor maintains full account ownership and transparency while Avertis executes strategies on a discretionary mandate basis.
Discretionary Management
Direct execution across US equities, futures, and other regulated markets with full discretionary authority under documented investment mandates.
Individual Account Structure
No commingling of funds; each client holds capital in their own brokerage account, ensuring maximum control and liquidity.
Institutional Reporting
Real-time portfolio access, trade transparency, and quarterly performance reviews with institutional-grade attribution.
What Sets Us Apart
Systematic Risk Framework
Quantitative controls, position sizing, and capital protection policies across all market cycles.
Governance Standards
Operated under Swiss corporate standards and compliance oversight, ensuring investor protection and regulatory clarity.
Full Transparency
Real-time portfolio access, complete trade visibility, and systematic reporting with no opaque structures.
Performance Alignment
Profit-linked compensation ensures direct alignment with investor outcomes and long-term success.
Discipline, Selectivity, and Capital Preservation
Our investment philosophy is grounded in discipline, selectivity, and capital preservation. We deploy a hybrid model that combines quantitative analytics, market structure awareness, and discretionary execution within liquid markets.
Systematic Analysis
Multi-factor screening and event-driven models for opportunity identification.
Risk Management Discipline
Position control, drawdown limits, and liquidity oversight across all strategies.
Transparent Performance Tracking
Institutional-grade attribution and monthly reporting with complete visibility.
Adaptive Strategy Evolution
Continuous innovation based on data, technology, and global market shifts.
Featured Verticals
Strategic investments across high-growth sectors driving global innovation and value creation
FinTech
Digital banking, payment infrastructure, blockchain solutions, and financial technology platforms reshaping global finance
HealthTech
Digital health platforms, telemedicine, medical devices, and biotechnology innovations transforming healthcare delivery
PropTech
Real estate technology, smart buildings, property management platforms, and digital infrastructure solutions
AI/ML
Artificial intelligence, machine learning infrastructure, automation platforms, and enterprise AI solutions
CleanTech
Renewable energy, sustainable infrastructure, carbon reduction technologies, and environmental solutions
Click to learn moreConsumer
Direct-to-consumer brands, e-commerce platforms, lifestyle products, and consumer technology innovations
Click to learn moreTailored Capital Management Solutions
Managed Account Programs
Tailored for accredited and institutional investors seeking active exposure to US equities and futures markets, managed under strict governance standards.
Learn MoreAdvisory Mandates
Bespoke advisory for family offices and private investors requiring strategic capital allocation or portfolio diversification across alternative and traditional markets.
Learn MoreInstitutional Trading Infrastructure
Proprietary execution architecture integrating direct market access (DMA), professional risk systems, and institutional data feeds for optimal precision.
Learn MoreWhy Institutional Investors Choose Avertis
| Core Strength | Institutional Value |
|---|---|
| Governance Oversight | Operated under Swiss corporate law with compliance and fiduciary standards. |
| Global Access | Presence across Zurich and Dubai — connecting capital across continents. |
| Transparency | Full account visibility and systematic reporting — no opaque structures or hidden layers. |
| Performance Discipline | Strategy and risk management designed for consistency and long-term capital growth. |
| Investor Alignment | Profit-linked compensation ensures direct alignment with investor outcomes. |
Why Institutional Investors Choose Avertis
Independent & Unbiased
100% privately held, conflict-free structure ensuring decisions are made solely in investor interest.
Global Infrastructure
Institutional brokerage and analytics platforms with custody and international execution capabilities.
Regulatory Clarity
Structured under Swiss commercial and corporate frameworks aligned with international standards.
Data-Driven Framework
Quantitative and discretionary insights merged for consistent, measurable results.