Partner I
More than [XX] years in banking and finance.
“He has seen from the inside what institutions do not tell their clients.”
SODALITAS
so·da·li·tas — Lat. “the fellowship”
Admission is only by introduction from a member.
I have been introducedPrivate circle
Emotion is a poor counsellor, especially when markets grow restless.
We prefer a quantitative method, built with the tools of artificial intelligence and held in check by human judgement.
It is entrusted only to a small committee of members.
Your wealth remains in your name, at your bank, under your signature alone.
The rest is said in person.
Your wealth remains yours.
Your assets stay in your account, at your bank, in your name. SODALITAS holds, receives and manages no funds. The circle provides the method and the guidance. You remain in control.
“Your wealth is never entrusted to us. Only our method is.”
One decision a month.
A proprietary model, grounded in decades of academic research, observes the equity market. Once a month, it shares the chosen allocation with each member. Nothing to watch in between.
“Twelve decisions a year. Made without emotion.”
A circle, not a clientele.
Membership also means a seat at the table. Private dinners. Meetings among peers. Conversations that never leave the room.
“Some come for the method. They stay for the table.”
The partners
Partner II
Quantitative finance and artificial intelligence.
“He built the model. He alone knows every one of its parameters.”
You will meet them during your interview.
Introduction
SODALITAS accepts no unsolicited applications.
If a member has given you an introduction code, enter it below.
Your code is recognised.
A few words about yourself will suffice.
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Your introduction has been passed on.
One of the partners will contact you personally.