WKG Associates helps family offices, hedge funds, and RIAs build rigorous, quantitative approaches to investing — without losing sight of what actually matters: generating returns and managing risk in the real world.

I bring over 20 years of experience across portfolio optimization, risk control, and trading — and have seen firsthand what works and what doesn't. I have been fortunate to work for world-class organizations and industry leading quantitative investment professionals. Let me share what I've learned.

We bring deep knowledge and experience across key aspects of quantitative investing — portfolio optimization and construction, advanced attribution methodologies, and trading strategies. Beyond the technical depth, we bring broad experience across all aspects of starting and running a quantitative fund — from initial design and system development through to day-to-day operations — having done it across organizations of varying size and complexity. This breadth now extends to the latest generation of AI tools — including large language models and agentic systems — and how they can be practically applied to quantitative investment workflows.

Our value proposition is simple. We offer years of hard-won experience that clients can tap into immediately. Building a quantitative investment operation from scratch is complex, and the pitfalls are many — most of them only visible in hindsight. We help firms accelerate their path forward, compress the learning curve, and avoid the costly mistakes that come with figuring it out alone.

Please contact me at dan@wkgassociates.com for more information.