Tailored Wealth Stewardship
SERVICES
Custom Portfolio Management
We engineer customized, risk-managed investment portfolios tailored to your family's unique objectives. By blending institutional discipline with advanced downside mitigation, we actively shield your principal while captured growth helps compound your wealth over full market cycles.
Downside Protection & Steady Income
We build structural safety nets into your investments. By pairing short-duration income vehicles with buffered frameworks, we protect your capital during market downturns while preserving your upside. This strategy focuses on generating reliable cash flow through active bond funds and inflation-hedged alternatives, keeping your lifestyle funded even when equity markets move sideways.
Our Firm by the Numbers
27
$24M
42
1
Years of Market Experience
Assets Under Management
Families Served
CFA® Charterholder
ABOUT
Parabolic Asset Management was founded on a straightforward mission: to defend and grow client capital through active, fiduciary wealth stewardship. We reject rigid, passive "buy-and-hope" strategies that leave your hard-earned wealth fully exposed to severe market crashes.
Led by a CFA® Charterholder with 27 years of market experience, our firm engineers customized portfolios for families and high-net-worth individuals. By blending comprehensive financial planning with advanced risk mitigation, we build resilient portfolios that participate in market upside while focusing heavily on downside defense. Our goal is to give you the confidence to grow your wealth without the constant anxiety of the next market cycle.
As an independent Registered Investment Adviser, we operate under a strict fiduciary standard. Our guidance is entirely transparent, objective, and legally aligned with your family’s best interests. We measure our success solely by the steady compounding of your wealth and the absolute clarity we bring to your financial life.
Who We Serve
High-Net-Worth Families
We provide comprehensive wealth stewardship for families seeking to preserve their lifestyle and transition wealth to the next generation. Our focus is on removing the complexity from your financial life, ensuring your core assets are protected while steadily compounding.
Business Founders & Executives
For professionals with concentrated stock positions, business equity, or complex corporate compensation packages. We help maximize tax-efficient growth, map out liquidity events, and turn high-income years into permanent, generational wealth.
Retiring Professionals
Designed for individuals within 5 to 10 years of retirement, or those already enjoying it. We specialize in building reliable, predictable cash flow engines and structural safety nets, giving you the freedom to enjoy your hard-earned wealth without constant market anxiety.
CONTACT
Let’s Work Together
Parabolic Asset Management
455 Orange Avenue, Unit G
Coronado, CA 92118
rainier@parabolic.us
Tel: 619-888-4070