Quant advisory — ex-JPMAM portfolio analyst, 12 years, 467-factor platform

Most quant questions are answered wrong because the person answering never ran the book.

Strategy calls, working sprints, and deep engagements with a former JPMAM portfolio analyst. Factor portfolios, risk models, quantitative infrastructure, portfolio analytics — the work, not the theory. Three session formats from $69/mo.

12 years at JPMAM. Built and maintained multi-asset factor models, quantitative risk frameworks, and the scoring engine behind a 467-factor trading platform. Not a consultant who read papers — someone who ran the system.

Part of the AEQUARA Suite · 42 AI tools · Not legal/financial advice

12 yrs
JPMAM portfolio analyst experience — multi-asset factor models + quantitative risk frameworks
467
Factor platform built and maintained in production — real-world quant infrastructure, not theory
$500–$5K
Session formats vs $25,000+ for big consulting firms that send analysts

What we work on

📐

Factor strategy & portfolio construction

Momentum, value, quality, low-vol, macro — designing the model, calibrating weights, running backtests that don't overfit. From scratch or as a second opinion on what you've built.

⚖️

Risk model review & design

Covariance estimation (Ledoit-Wolf, DCC-GARCH), VaR/CVaR pipelines, drawdown attribution, marginal contribution to risk. We audit what you have or build what you need.

🏗️

Quantitative infrastructure

Data pipeline architecture, factor libraries, backtesting frameworks, execution infrastructure. What's maintainable vs what will break at 200 factors.

🔍

Second opinion & sanity checks

You've built something and you're not sure if it's right. We go through it line by line — model assumptions, implementation bugs, look-ahead bias, survivorship bias, the classics.

TRUSTED BY EARLY USERS · ★★★★★ AVERAGE

✓ Verified

Found a look-ahead bias in my momentum factor that was inflating backtest Sharpe by 0.6. 1-hour sprint. Saved me from raising money on a broken strategy.

D
D.R.
Quant PM, long/short equity
✓ Verified

The covariance shrinkage review caught Ledoit-Wolf misapplication that was understating risk by 30%. Fixed before the client presentation.

M
M.K.
Risk model lead, multi-asset fund
✓ Verified

Big consulting firm wanted $25K for a "quant framework audit." Got the same audit — model assumptions, implementation, factor library — in a 4-hour sprint for $2,500.

A
A.T.
CIO, family office

Three session formats. Save $20,000+ vs. a big consulting firm engagement.

Starter

$69/mo

Strategy call access — 1 hour/mo for ongoing quant advisory.

  • 1-hour strategy call per month
  • Pre-session: send your question/context (doc or deck)
  • Recording included
  • Follow-up email with key points + recommended next steps

30-day money-back guarantee

Frequently asked

How is this worth it vs a big consulting firm?

Big consulting firms send analysts. You get a former JPMAM portfolio analyst who built and maintained the system — direct, no account manager, no junior overlay. And you pay $199/mo instead of $25,000+ for a single engagement.

What if the strategy call doesn't answer my question?

If after the call you genuinely feel you didn't get value, email within 48 hours for a full refund.

Can I book multiple sprints?

Yes. Some engagements run as 2–3 sprints over several weeks. Email before booking if you have something multi-stage and I'll structure it correctly.

What markets and asset classes?

Multi-asset, equity-focused. Deep expertise in US equities, factor models, and quantitative risk. Working knowledge of fixed income, FX, and derivatives overlays. Not a specialist in options market-making or high-frequency.

Is Quant Advisory worth $199/mo?

Big consulting firms charge $25,000+ for a single quant framework engagement. At $199/mo you get ongoing access to a former JPMAM portfolio analyst — strategy calls and sprint time — for less than the cost of one hour at a top consulting firm.

What if I don't get results?

Cancel any time via the billing portal. If your first session doesn't surface at least one actionable finding, email within 7 days for a full refund.