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

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.

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.

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.


Does Anybody Really Know What Time It Is?

by Zach Marsh on Sep 24, 2021

Many commodities are in short supply these days. Car manufacturers can produce enough cars due to chip shortages. Ask any contractor and they’ll tell you how dear lumber was, earlier this year. I even read somewhere that the price of window coverings went up over 17% in just the month of August. But if you ask me, the one thing that we are in very short supply of these days is context.

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A Coiled Spring?

by Zach Marsh on Sep 17, 2021

Given the rapid upward trajectory of the stock market since the March 2020 lows, recent market behavior has felt a little like a wet blanket. The headline S&P 500 index has continued to push higher, and the large-cap tech index Nasdaq 100 has followed along. But for those seeking equity allocation away from large-cap US stocks the returns have been much more challenging.

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No Retreat, No Surrender

by Zach Marsh on Aug 27, 2021

My kids went back to school this week, and despite the 90 plus degree temps outside, summer is officially over for them. However, for the stock market, the summer season doesn’t really end until post-Labor Day. That means that we are likely to see at least another week of benign, low volume market action.

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The Battle for the Hearts and Minds

by Zach Marsh on Jul 9, 2021

This week we saw some pretty choppy price action for the major US indices. The large-cap S&P 500 was up about 0.50% for the week after today’s rally. The Nasdaq 100 finished the week up 0.73%. But the small-cap Russell 2000 was lower by -1.34%.

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