ABOUT

We apply a rigorous data driven process, because we want to deliver better outcomes for our clients.

We are located in the mountains of Utah
Our mindset, motivation, and methods are materially different:
We thrive in a rigorously academic environment where every assumption and every convention is challenged
We continuously test and validate our strategies in pursuit of the absolute best possible outcomes for our clients
We apply innovative mathematical, statistical, and visualization techniques to deliver these outcomes
With more than a decade of experience managing institutional capital, trading, research and computational mathematics our team brings a unique experience to wealth management.
Founder, CIO & Co-Portfolio Manager
Brett Nelson, CFA

Brett is a talented mathematician whose ability was recognized and nurtured from an early age. He was one of the first people to trade volatility directly and eliminate the difficulties inherent in utilizing traditional equity derivatives for volatility trading.


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Vice President Operations
Rick Nelson

Rick joined the leadership team at Certeza in 2021 to advance the operations, ERP/CRM, development, and marketing initiatives.


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Our evolution
Early ‘90s
A gifted mathematician
With a precocious ability in mathematics, Brett was placed in a gifted program where he excelled in problem solving tournaments before competing in national math competitions
Mid ‘90s
Early entrepreneurship
A series of successful entrepreneurial moves in his early teenage years led to him seeking additional practical applications for his problem solving abilities
1996-1997
Trading beginnings
He began studying trading literature, but most books were sensational and he quickly uncovered their weaknesses, gravitating towards those featuring more rigorous mathematical approaches
Late ‘90s
Options forums
With the growth of the internet, he joined trading and quant forums, discovering that the options trading strategies he was building were far more sophisticated than those typically being discussed
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