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About Us

Capital Risk provides global investment advisory and risk management solutions for institutional investors, investment advisors, and ultra-high-net-worth individuals.

Our two decades of expertise managing multi-billion-dollar portfolios enable results within a well-articulated risk profile. We deploy innovative methods in asset allocation, insightful investment strategy, and efficient implementation across private markets, including real estate, private equity, and venture capital.

Our partnerships are limited to ensure an unwavering focus, enable robust communication, and build enduring trust. Individual partners are invited by referral only.

Capital Risk Management. Our name is our mission. Invest without Compromise


Our Promise


Our promise is the path we take together is the one that leads continually to your success.

Artful Questions. Scientific Solutions. Asking insightful questions is a form of art. Finding solutions is a scientific process. Capital Risk delivers tax-efficient returns by holistically linking your crucial risks, the investment portfolio, and the economic environment into a cohesive whole. Our singular perspective will deliver a rigorous solution for your unique circumstances.

Taking the Key


What We Believe


Core Beliefs

Capital Risk's goal is to support the endeavors of its current and future constituents through the preservation of current capital in real terms while growing wealth over the long run. Achievement of this goal requires an investment framework to allocate current capital in the presence of uncertainty to generate future cash flows. Delivering on our promise establishes us as a trusted advisor.

Capital Risk believes that there are three ways to generate sustainable tax-efficient after-inflation returns in a risk-controlled manner.

I.  Invest in people and partners with deeply specialized knowledge

Knowledge and experience are hard-earned. No one can be everywhere, and no one can know everything or everyone. The dual realities of time and capital efficiency preclude the prior outcomes. We prefer knowledge and experience because most investors do not have the time or the resources to do the work required. We do our work, and we insist that our partners do so as well. Whether investing in the potential of venture capital, relegated real estate, or enhancing operational efficiency with private capital, these outcomes require people with deeply specialized knowledge to envision the overlooked value. We invest in talented people to strengthen our knowledge, business, and your investment returns.

II. Own businesses that enhance capital productivity

Do more with less. This statement is the story of capital efficiency. Over the last 200 years, humanity has unleashed its potential and seen quantum leaps in global living standards. This outcome is due to the ability of a business to meet increasing demand with fewer resources. The incentives in a competitive market allow the best ideas and the most efficient operators to thrive. We own businesses with sustainable products or services, allocate capital efficiently, and occupy a competitive position that permits further growth. Since change takes time, our capital is patient. We wait to buy overlooked value, and we wait to sell until perfectly priced.

III. Allocate capital when market uncertainty is greatest

Risk is an opportunity. When the value of assets is at their most uncertain, we venture forward. Capital markets are the most efficient means to allocate capital; however, this does not imply they are perfect. At times they are euphoric and despondent at other times. We are neither. We believe in people and their willingness to grow. We know that in the long run, the trajectory is up, even if our strategic intent may temporarily drift off course. We will forgo the fashion of the moment, sometimes at a significant short-term opportunity cost. We will, when the sale begins, buy enduring ideas of compelling value. In the final analysis, investing is the ability to make decisions in the face of uncertainty, so we invest by managing risk. While there is no certainty to the future, the consistent application of a coherent investment philosophy will ensure that we have the discipline and the ability to act when an opportunity arrives.

Think Long


How We Act

Fundamental Principles

Our fundamental principles for achieving sustainable tax-efficient after-inflation returns are:

Focus Exceptional performance requires superior expertise that only time and effort develop. We focus our expertise on investment areas where there is a demonstrated ability to add value. We partner with the best people and deploy cutting-edge processes to ensure the highest level of expertise and efficiency.

Efficient The story of growth is efficiency, the ability to do more with less. We know there is no certainty in divining future growth opportunities; however, we can control costs. If we do not control costs, someone else will do it for us. We focus on costs as the first principle of our business to maximize returns.

Simplify Nature is simple and abhors complexity. We know complexity is in direct opposition to efficiency. We operate at the simplest level to ensure understanding and effective communication. We prefer the simple to the complex. We focus on first principles to ensure understanding of our investments and processes at their most basic level.

Think Long Ideas take time to evolve and permeate. While the markets react in a moment, ideas and change take time to realize their potential. Fads and fashion will pass; however, customer-focused businesses with efficient operations will endure. We avoid the noise of today to focus our vision on the outcomes that we can achieve in the future. We are patient and nurture our people, partners, and investments.

Independent The status quo and the average are hindrances to growth. We know that to deliver superior investment performance, we must avoid following the pack. We understand that the artful questioning of why and how we can improve predicates independence. We question the status quo to build our knowledge from first principles and apply these insights to our investments and business.

Value The markets provide a price for everything and know the value of nothing. We know there are two fundamental ways to deliver value: identify an unmet customer demand or increase business operations efficiency. We deliver value by ensuring that an investment achieves at least one of these outcomes.

Accountable Reward follows performance. We must hold ourselves and our team accountable for our decisions and outcomes. We know that rewards and recognition emanate from superior performance.  Our team's singular focus is sustainable tax-efficient after-inflation returns. We hold ourselves to the highest level of professional conduct and nurture a culture of mutual accountability.

Learn The essence of growth is an expansion of knowledge. We know the way to the future is through continual learning. We seek to understand our environment, investments, and managers. As we explore new areas and capabilities, we will not succeed at times and view these setbacks as the price of growth. We must continually learn to perform.

Meet The Team



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Managing Principal

Jason leads our U.S. investment advisory business.  His twenty years of investment experience is complemented by professional designations including the CFA and FRM. Jason holds a doctorate in finance and earned degrees in politics, economics, and strategy.


He can order a beverage in French and Spanish.

Major Clients We've Worked With

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