Who we serve
Built for firms that own their investment process.
RIAs, family offices, endowments and foundations. In each case the firm owns the strategy and runs it in its own accounts.
RIAs
Models rebalanced on a calendar.
The problem, in their words
We built the model once and we rebalance it on a calendar. We do not really know how it behaves when the regime turns.
What the Diagnostic shows
The Diagnostic shows how your models behaved in every market environment of the past twenty years, where they are fragile, and what you could change while keeping ownership of your investment process.
Five strategies, traded on the firm's own desk
A US RIA managing more than $15 billion runs five strategies on the platform, designed with Cap8 and traded on its own desk under its own name.
A tactical global allocation strategy
A New England RIA managing $1.2 billion launched a tactical global allocation strategy for its clients.
Family offices
Preservation across generations.
The problem, in their words
A deep drawdown costs us more than a gap to the benchmark. We need to know how much the portfolio can lose, and how long it takes to come back.
What the Diagnostic shows
The Diagnostic shows drawdown depth, duration and recovery regime by regime, and how much protection the strategy can carry without changing its character. NDA available before you share anything.
Two strategies live, a third launching
A family office has two strategies live on the platform and is launching a third.
Endowments and foundations
Stress, and the spending draw.
The problem, in their words
Our committee needs to know what a stress regime does to the portfolio and to the spending draw, in a form it can read and file.
What the Diagnostic shows
The Diagnostic produces a written report a committee can read: behavior in stress regimes, beta and correlation over time, and the options available to improve the outcome.
Illustrative example
A 70/30 policy portfolio through 2008 and 2022
A 70/30 policy portfolio examined through 2008 and 2022, to show how an overlay changes the depth of the drawdown and the time to recover.
A European asset manager, US equity leg
A French regulated European asset manager manages its US equity leg with one of the strategies.
Client identities withheld under confidentiality agreements. Assets under management are the clients' own reported figures, not assets managed by Cap8. The endowment case is an illustrative example, not a live client. As of October 2026.
Strategy Diagnostic
Find out how your strategy behaves before the next regime shift does it for you.
Thank you.
We will email you within one business day with what we need to get started.
A fixed-fee engagement, scoped with you before we start. NDA available.