Ditch the index. Leave it behind. Indices are arbitrary, they have their path to follow you have yours.  Let’s face it, you know where you want to go, the index doesn’t. Calibrated thinking places your goals as your index—your barometer. By charting your path, balancing your investment risk, and untethering yourself from an arbitrary index, you will have bought yourself freedom: freedom to turn off the noise.


 At Calibrate Wealth, we start with Why — the why you do this in the first place.  Restated:  we calibrate your plan by starting at the end and looking back to where you are.  Next, we help you define your path.  We make your path safe and direct; we continually review, readjust, and repeat.  


At Calibrate, we put the focus on things we can control. We start with your input, risk. And risk is, after all, what you add when you invest. In contrast, returns are the hoped-for output from your investment. Calibrated investing begins with the risk input and works forward. We balance risk between asset classes and between market outcomes. We accept the future as being uncertain, and build investment strategies with that understanding. We build your strategy designed to accommodate all types of market climates, not just one for the “good times.”

Investment Strategies

Risk Parity

Risk Parity is an enhanced asset allocation strategy aimed to increase risk-adjusted returns. Risk Parity aims to diversify returns across a wide range of market environments.


Our Momentum based strategies are designed to strategically adapt to market environments and capture returns based upon current trends and market direction. This is a model-based approach to active portfolio management.

Calibrate Tactical Risk Parity

Calibrate Tactical Risk Parity combines the benefits of momentum and Risk Parity into one cohesive portfolio. This portfolio adapts to economic conditions and aims to optimally diversify the risks and returns across all invested asset classes.

Investment Management

Our innovative investment strategies are available for individuals, foundations/endowments, family offices and institutional investors in separately managed accounts.

Financial Planning

After a careful review of your personal risk tolerance and financial goals we tailor fit our strategies to your unique needs. We have sustainable income strategies for retirees using. We generally work with clients with at least $250k in investable assets.


Streaking Market

by Zach Marsh on May 7, 2021

If you are not into baseball analogies, be forewarned this is going to be one of those pieces. If the whole, “baseball is like life because…” spiel reminds you of Brussels Sprouts, deviled eggs, or jello salad, just stop reading right now, because it might get a bit nauseating.

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Market On Cruise Control

by Zach Marsh on Apr 30, 2021

Major US stock market indices were largely flat this week. The tech-ladened Nasdaq 100 fared a bit worse than the large cap S&P 500 which is a bit surprising considering many of the biggest components had blow out earnings this week. Amazon, Apple, Google, Facebook, and Microsoft all reported this week and all surpassed expectations. However, Apple and Microsoft finished the week lower indicating that perhaps the market had even bigger expectations than analysts did.

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An Economic Rebirth

by Zach Marsh on Apr 2, 2021

The markets are closed today in observance of Easter. The large cap S&P 500 chopped around most of the week, before pushing higher yesterday to close up over 1.15% on the week. Additionally, the indices that had been recent laggards, the Russell 2000 and the Nasdaq 100, outperformed the broad-based index, finishing up 1.42% and 2.7% respectively. The gains of the small cap stocks and technology stocks have fueled much of the enthusiasm for stocks over the past year.

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Rates Continue to Rise, Tech Continues to Slide

by Zach Marsh on Mar 19, 2021

Major indices were down this week as interest rates continued to push higher. Thursday saw the biggest down day of the week, with the Nasdaq 100 and the small-cap Russell 2000 indices dropping roughly 3%. Bonds stabilized a bit today giving a lift to stocks. On Wednesday the Jerome Powell, the Federal Reserve chairman, spoke following the Fed’s two-day policy meeting. He addressed the rising rates and remarked that they are notable, but that the Fed has no plans to step in to halt the rise.

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