Top

About the Firm

What are your professional credentials?

Our advisors have undergone rigorous financial training, and hold securities licenses such as the Series 7 and Series 65.

Do you accept clients from anywhere in the United States?

Yes. We are registered in California, but can accept clients from anywhere in the United States.


About our Portfolios and Services

WHAT INVESTMENT SERVICES DO YOU OFFER?

Broadly speaking, our investment services can be split into two categories: qualified strategies and general strategies.

  • Our US Long/Short strategy is a “qualified” strategy in that we can only accept qualified investors to participate in it. Qualified investors have a liquid net worth in excess of $2.1MM USD.

  • Our general strategies are Liquid Global Macro and US Borsa, which are both open to all investors who meet our investment minimums.

WHAT KIND OF CONSULTING PROJECTS DO YOU DO?

Our Consulting wing does custom work for individuals, businesses, and groups. These can include business acquisition, evaluation of private equity investments, as well as venture design and planning.  Since each project is unique to each client, please contact us for more information about how we can help you.

WHAT ARE YOUR FEES?

Fees vary based on the services you require, and Assets Under Management (AUM).

  • US Borsa and Global Macro have management fees of 1.5%.

  • US Long/Short Equity has a management fee of 1.5% and a profit-share of 20% on clear alpha (2% above benchmark).

  • For Consulting clients with special projects, we charge an hourly rate that will vary based on complexity of the project. Please contact us directly to find out more.

WHAT MAKES WAHDY CAPITAL DIFFERENT?

First of all, we are fiduciaries, and take our fiduciary commitment to our clients seriously.  You can find out more about fiduciaries' contribution to your financial health here.

Second, we emphasize a personal relationship with each of our clients.  We strive for transparency and accessibility in all of our client interactions, because we value the trust that you place in us as financial advisors.

Third, we are active investment managers.  This means that we vet and scrutinize each investment from both a risk standpoint and an opportunistic standpoint.  We use Risk Parity as a foundation for our investments, but build off new research, our own models, and both qualitative and quantitative analyses in our attempt to find better investment opportunities for our clients.

ARE YOU FIDUCIARIES?

Yes, and we are proud of it!  As fiduciaries, we have a legal obligation to give investment advice based on your best interests; we are compensated only through client fees, and do not receive any commission from selling overpriced investment products that may not be the best fit.   You can read more about the fiduciary standard here.


Specialized Concerns

DO YOU OFFER SPECIAL strategies THAT CAN EXCLUDE CERTAIN TYPES OF INVESTMENTS FROM MY PORTFOLIO FOR RELIGIOUS OR ETHICAL REASONS?

Yes.  We offer specialized halal, as well as environmental, social, and governance (ESG) strategies for religious and ethical investors, and can also customize a portfolio to meet your specific needs. We believe that no investor should have to compromise on their values in order to invest.