Harpian is an American institutional portfolio engineering platform serving Family Offices and professional asset managers through white-label and dedicated mandates focused on risk governance and capital preservation.
We operate discretionary portfolio mandates using a process-driven, vehicle-agnostic framework that integrates quantitative science, adaptive risk management, and human oversight across market regimes.
Harpian acts exclusively at the institutional level.
Harpian operates as a single portfolio engineering framework deployed across different institutional structures, ensuring consistency of process, governance, and risk discipline regardless of the investment vehicle.
A live reference implementation of our portfolio engineering framework in a regulated, transparent structure.
Custom-branded investment vehicles powered by our unified governance and risk framework.
Institutional-grade technology for mandate structuring, risk profiling, and ongoing oversight.
Harpian is not a fund, a robo-advisor, or a retail investment product.
Harpian is a portfolio engineering and governance framework designed to operate discretionary mandates under institutional fiduciary standards. Our role is to structure, govern, and continuously manage portfolio risk across market regimes—independent of distribution, branding, or client ownership.
We do not sell financial products or manage retail capital.
Our partners retain full control over client relationships, branding, and fiduciary responsibility.
Harpian's philosophy is built on a single, non-negotiable principle: capital must survive in order to compound.
The protection of capital precedes growth in all market conditions.
Portfolio decisions are driven by evidence, quantitative signals, and process—not narratives or discretionary bias.
Long-term compounding depends on minimizing irreversible losses across market cycles.
Quantitative systems require disciplined human oversight to ensure alignment, accountability, and fiduciary integrity.
Harpian integrates quantitative signal processing, adaptive risk controls, and discretionary oversight into a continuous portfolio operating process.
Rather than relying on static allocations or backward-looking correlations, the framework is designed to adapt as market conditions evolve.
This process allows portfolios to remain aligned with their risk mandate across changing environments—without reliance on prediction or timing.
The Harpian Institutional ETP serves as a live reference implementation of our portfolio engineering framework.
It exists to demonstrate, in a regulated and transparent structure, how risk governance, capital preservation, and regime-aware allocation operate in practice.
Institutional-grade discretionary mandate
Rules-based risk governance
Vehicle-agnostic framework beneath the ETP
Designed for transparency, auditability, and institutional visibility
The ETP is not our business model. It is our proof of process.
The Harpian ETP is listed on Bloomberg, providing institutional investors with independent visibility, standardized analytics, and third-party transparency.
Harpian delivers portfolio governance at both the institutional level and the end-client level through a unified platform architecture.
Harpian provides Family Offices with an enterprise-grade portfolio governance platform designed to support discretionary mandates, white-label ETPs, and institutional reporting requirements.
Access to the enterprise platform is available exclusively to institutional partners.
End clients gain access to a digital interface designed to align investment objectives, risk tolerance, and expected outcomes—ensuring portfolios are both understood and governed.
This interface reinforces suitability, transparency, and fiduciary alignment between Family Offices and their clients.
The application is provided at no cost to investors holding shares of a Harpian ETP or a Family Office white-label ETP. It is not sold as a standalone software product.
Video Demo Placeholder
Harpian portfolios are evaluated and governed using internationally recognized risk metrics, allowing objective comparison against traditional allocation models.
Our framework is designed to maximize risk-adjusted efficiency, not headline returns.
Harpian portfolios have consistently demonstrated the ability to deliver returns materially superior to traditional approaches at equivalent or lower risk levels—without compromising capital preservation objectives.
Five founding members. Over a century of combined institutional experience. Forty patents. Engineering, finance, data science, entrepreneurship, and infrastructure converging on a single framework.
Over 30 years of executive and hands-on experience across technology and financial services. Founder of SumGrowth, Inc., where he led the development of advanced momentum-based portfolio analytics and institutional research platforms used by wealth managers globally. Previously held senior engineering and executive roles at IDX, Inc. and Eaton Corporation.
40+ U.S. and international patents
Author, Conquering the Seven Faces of Risk
MSEE, Stanford University
Mechanical engineer with an MBA in Finance and over 18 years of experience in global wealth management. Professional background at Wachovia Securities, Wells Fargo Advisors, and Bolton Global Capital. Expertise spans equities, fixed income, derivatives, futures, currencies, and alternative investments with a focus on global asset allocation and portfolio construction across market regimes.
Creator of the Core11 Investment Approach
MBA in Finance
18+ years in global wealth management
Civil engineer with a Master of Science in Management and over 31 years of experience in global wealth management. Has worked with leading institutions including Morgan Stanley and Bolton Global Capital, applying a systematic investment framework centered on portfolio segmentation, statistical analysis, metric calibration, and risk-adjusted strategies.
31+ years in global wealth management
Former Morgan Stanley
Master of Science in Management
Data scientist and AI engineer with academic training in Computer Science and a degree in Data Science and Engineering. Has built and deployed scalable AI and machine learning systems across institutional environments, including Sage, Carlyle, and Millennium. His work includes reinforcement learning environments for large AI research labs and top-tier placements in advanced AI hackathons.
AI systems at Sage, Carlyle, Millennium
B.S. in Data Science and Engineering
Applied AI and quantitative model implementation
Entrepreneur and technology-driven executive with over three decades of experience building and scaling financial and digital infrastructure businesses. Spent ten years as senior executive at TIVIT. Inventor of a predictive voice-response unit with speech recognition and pioneer in Brazil's mobile technology ecosystem. Licensed market operator since 1993.
Executive MBA, University of Pittsburgh
Digital platforms specialization, MIT
Licensed market operator since 1993
Access to Harpian's platform and tools is governed by institutional participation.
Investors holding Harpian Institutional ETP shares
Family Offices operating white-label Harpian ETPs
Standalone software licensing
Retail subscriptions
Direct-to-consumer products
Access is determined by governance structure—not software sales.
Harpian does not compete on narratives or short-term performance. We engage through diligence, transparency, and institutional alignment.
Next steps include
Review of the institutional framework
Technical discussion of risk governance
Evaluation of mandate or ETP structuring