Scott Juds
Founder of SumGrowth
40+ U.S. and international patents
MSEE, Stanford University
Institutional portfolio engineering
Institutional portfolio engineering for Family Offices.
Harpian helps Family Offices preserve capital, govern portfolio risk, and deploy adaptive investment mandates through institutional ETP and white-label infrastructure.
The Problem
Most portfolios are diversified. Few are truly governed.
Family Offices today face volatile markets, fragmented manager exposure, tax drag, drawdown risk, and limited visibility across mandates. Traditional allocation models often react too late when regimes change.
01
Drawdown risk
02
Static allocation
03
Manager fragmentation
04
Lack of regime awareness
The Harpian Platform
An institutional operating layer for adaptive portfolio governance.
Harpian is not a retail product, robo-advisor, or traditional fund. It is an institutional portfolio engineering layer combining quantitative signals, human governance, risk discipline, and ETP structuring.
01
Quantitative Signal Framework
02
Human Governance
03
Institutional ETP Infrastructure
04
White-label Family Office Mandates
How It Works
How the Harpian framework works.
01
Identify market regime
02
Measure risk state
03
Adjust portfolio exposure
04
Execute within mandate limits
05
Review through human governance
How We Actually Operate
Inside the Harpian decision process.
A real example of how Harpian analyzes sectors, reads signals, and translates market conditions into portfolio positioning. This is operational proof, not market commentary.
Sector-based decision process
Signal-driven allocation
Human review before execution
Financial-sector example
Practical portfolio interpretation
Why Harpian Is Different
Why adaptive portfolio engineering is different from static allocation.
Traditional Allocation
Harpian Framework
Static weights
Adaptive exposure
Backward-looking risk
Regime-aware risk
Manager selection
Portfolio governance
Performance chasing
Capital preservation first
ETP as Proof of Process
The ETP is not the business model. It is the proof of process.
The Harpian Institutional ETP demonstrates the framework in a regulated, transparent, independently visible structure.
Family Office White-label Solutions
A white-label investment architecture for Family Offices.
Family Offices retain client relationships, fiduciary authority, brand identity, and mandate definition. Harpian provides the investment methodology, governance process, ETP structuring, and operational architecture.
Dedicated ETP
White-label branding
Institutional governance
Recurring economics
Risk-aligned client interface
Technology / Risk Governance
Risk as a measurable, governable variable.
Journey Risk vs Destination Risk
Four-Dimensional Alignment
Reality Check Engine
Risk appetite
Risk capacity
Risk requirement
Current portfolio risk
Philosophy
The philosophy behind Harpian.
Capital preservation is the governing constraint. Harpian exists to help institutional partners compound capital by avoiding irreversible losses and maintaining discipline across changing market regimes.
Team
Where quantitative science meets human governance.
Diogo Scelza
Creator of the Core11 Investment Approach
MBA in Finance
18+ years in global wealth management
Joao Pedro Murad Panizzutti
AI systems at Sage, Carlyle, Millennium
B.S. in Data Science and Engineering
Applied AI and quantitative implementation
Joao Daniel
Executive MBA, University of Pittsburgh
Digital platforms specialization, MIT
Licensed market operator since 1993
Institutional Materials
Institutional materials for diligence.
The next step is diligence.
Harpian engages through institutional review, technical discussion, and mandate evaluation.