Adaptive Investments
Investment Management • 
Milton, Georgia, United States • 1-10 Employees
Company overview
| Headquarters | 12600 Deerfield Parkway, Suite 100, Alpharetta, GA 30004, US |
| Phone number | +18887214588 |
| Website | |
| NAICS | 5231 |
| SIC | 679 |
| Keywords | Investment Manager Selection, Ongoing Due Diligence, Putting Our Process To Work, Smart. Tactical. Adaptive. |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contact at Adaptive Investments
Jennifer Rutherford
Director Of Operations
Adaptive Investments Email Formats
Adaptive Investments uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@adaptiveinv.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@adaptiveinv.com | 66.7% |
{first name}{last name} | johndoe@adaptiveinv.com | 33.3% |
About Adaptive Investments
Adaptive Investments is a mutual fund, ETF and separately managed accounts (SMA) advisory firm offering dynamic portfolio solutions that adjust to risk based on changing market conditions. Adaptive Investments was founded in 2015 and is the Investment Advisor to the Adaptive Funds. INVESTMENT PHILOSOPHY Cavalier Investments was founded on the principle that the 1950s era buy-and-hold tenet of the Modern Portfolio Theory no longer best serves investors in today’s turbulent markets. Cavalier adheres to the theory of adaptive correlation, which offers a more agile approach to reallocating assets with shifting markets, aiming to deliver investors both relative returns in up markets and protection against losses in down markets. MANAGER SELECTION Through extensive research and due diligence, Cavalier strives to identify managers who have demonstrated: benchmark performance in up markets; defensive positioning in down markets; consistent adherence to its stated investment philosophy; continuity of management team; and long-term performance that meets or exceeds our fiduciary scoring review.
Adaptive Investments revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Adaptive Investments has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Adaptive Investments has never raised funding before.
Adaptive Investments Tech Stack
Discover the technologies and tools that power Adaptive Investments's digital infrastructure, from frameworks to analytics platforms.
Font scripts
JavaScript libraries
JavaScript libraries
Security
Ecommerce
Hosting
Security
Miscellaneous
JavaScript libraries
JavaScript libraries
CMS
United Kingdom
Australia
Canada
France
Frequently asked questions
4.8
40,000 users
