Built by quants who've been there
Founded by quantitative researchers and portfolio managers from some of the largest asset managers in the United States, we've spent years building allocation frameworks at the institutional level.
Time and again, we encountered the same challenge: sophisticated portfolio construction demands either massive technology investments or settling for inadequate solutions.
Data scattered across vendors. Risk models requiring custom infrastructure. Backtesting taking months of engineering. Smaller allocators forced to choose between exorbitant fees or spreadsheets, while large institutions pour millions into internal systems.
We knew there was a better way.
Adaptive Macro brings institutional-grade allocation infrastructure—comprehensive data, robust models, rigorous analytics—into one accessible platform. No massive budgets. No lengthy implementations. Just sophisticated tools that work from day one.
From Research to Product
A systematic approach to building world-class allocation tools.
Research
Identify market inefficiencies and allocation challenges through rigorous quantitative analysis
Design
Architect robust models and frameworks that balance sophistication with practicality
Build
Develop production-grade tools with institutional rigor and user-friendly interfaces
Deliver
Deploy accessible, scalable solutions that drive better allocation decisions
Built for serious allocators
Whether you're managing a family office, advising institutional clients, or building portfolios at scale—our tools are designed for those who demand institutional quality without institutional overhead.
Family Offices
Access institutional-grade allocation infrastructure without the cost of building internal quant teams. Customize strategies for unique risk preferences, legacy positions, and multi-generational objectives.
Wealth Managers
Differentiate your practice with systematic, data-driven allocation strategies. Backtest rigorously, communicate decisions with quantitative confidence, and deliver consistent results across client accounts.
Institutional Allocators
Augment existing capabilities with comprehensive data aggregation, alternative risk premia signals, and collaborative research infrastructure designed for sophisticated investment teams.
Investment Advisors
Build systematic allocation models that scale across your client base. Demonstrate disciplined investment process, validate decisions with quantitative rigor, and maintain consistency across portfolios.
Headquartered in Charlotte
Based in the heart of the Carolinas' dynamic financial corridor, Charlotte offers the perfect blend of innovation and accessibility. As the second-largest banking center in the United States, the city provides deep financial expertise alongside a collaborative, forward-thinking business culture.