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NEW AGE INVESTMENT COMPANY

An investment management team on the forefront of market intelligence.
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About Us

Marto provides uncorrelated, alpha-generating investment solutions by combining discretionary market insight with technology in a systematic, repeatable framework
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You'll be in good company
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APPLYING SCIENCE & TECHNOLOGY

We relentlessly strive to understand how a changing world works: our investment process is based on bottoms up dynamic models that capture economic linkages, technology and social disruption, and structural market flows.

​We formed a team of experienced investment professionals with state-of-the-art technology in an adaptable investment ecosystem

MARTO-IQ® INVESTMENT BRAIN
CUSTOMIZABLE CLIENT SOLUTIONS
THEMATIC PORTFOLIO OPTIMIZATION
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Fundamental Indicators:
Understanding and encoding the permanent drivers of market pricing
Optimal Portfolio Construction
Combining uncorelated investment models to optimize for risk and return preferences
Dynamic Signals
Allying AI yo be flexible to political, economic and social dynamics impacting market pricing
Customized Investments
Creating unique solutions for each client based on their risk and return objectives
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Case Studies

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Your goals are individual. We believe business advice should be too.

OUR TEAMWe are here for you

Over 100 years of combined investment experience and relentless focus on understanding market disruption that leads to new ways to generate superior returns.
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CFO & CCOPERRY POULOS

35 years in Financial Services ​​
2 years at Bridgewater Associates as Head of Fund Accounting ​​
COO and CFO of Duff Capital Advisors ​​
27 years as Managing Director at Morgan Stanley ​​
NYU Stern School of Business – MBA in Finance; Queens College – BA in Accounting and Economics

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CTO & COO ADAM BOCHENEK

20 years in Technology and Financial Services ​​
5 years in Research and Technology at Bridgewater Associates architecting Portfolio Risk Budgeting Platform ​​
Wroclaw Institute of Technology (Poland) – BS and MS in Computer Science, Magna Cum Laude

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CEO & CIOKATINA STEFANOVA

20 years of Senior Leadership in Asset Management and Technology​
9 years as a Senior Executive and Managing Committee Advisor reporting directly to the CEO at Bridgewater Associates and serving in critical investment and management leadership roles
Thought Leader on Disruption in Asset Management
Harvard Business School – MBA; Brigham Young University – BA

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DIRECTOR OF TRADING KEN TREMAIN

30-plus years in investing and trading ​​
Member of the Fixed Income Management Committee at Citigroup ​​
Head of North American Rates Trading for Salomon Brothers ​​
Head of Interest Rate Swaps Desk at Merrill Lynch ​​
University of Virginia– BS in Finance

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