Empowering Financial Futures Through Smart Investing with Innovation, Insight and Unwavering Dedication
As a leading managed-account investment platform, we are dedicated to providing exceptional financial solutions to our clients. With our unwavering commitment to excellence, we strive to empower individuals and businesses to achieve their financial goals and navigate the complex world of investments. We understand that managing investments can be a daunting task. That's why our team of experienced professionals is here to guide you through every step of the process. Whether you are an individual investor looking to grow your wealth or a business seeking customized investment strategies, we have the expertise and resources to help you succeed.
Our approach is built on a foundation of trust, transparency, and integrity. We believe in forging long-lasting relationships with our clients, based on open communication and mutual respect. By taking the time to understand your unique needs and aspirations, we are able to develop personalized investment plans tailored specifically to you.
This commitment to our clients lies at the very core of 360Quant Investments. Our philosophy is simple: investing is most effective when it is strategic, informed, and comprehensive. That is why we take a holistic approach, blending time-tested investment strategies with advanced data-driven insights to ensure that your financial journey is well-rounded and future-focused.
We believe that smart investing is not about speculation — it is about precision, patience, and partnership. Our name, 360Quant, reflects our holistic approach (360 degrees) combined with data-driven quantitative strategies (Quant). This symbolizes an approach that offers a complete, all-encompassing view of your financial landscape through quantitative precision. From risk management and portfolio diversification to market research and technological innovation, every aspect of our service is designed to optimize your investment outcomes.
To provide expertly managed investment portfolios that enable our clients to build wealth confidently through disciplined strategies, robust risk management, and transparent guidance.
To redefine excellence in managed-account investing by being the preferred partner for individuals and institutions seeking enduring financial success.
We are committed to delivering tailored wealth management solutions with transparency, professionalism, and strategic insight to foster enduring financial growth.
Michael J. Stevens, CFA, FRM
Chief Investment Officer (CIO)
With over 25 years of experience managing diverse investment portfolios, combining strategic insight and data-driven decisions to drive growth. Known for identifying emerging market trends, delivering superior returns and maximizing shareholder value while adhering to the highest standards of integrity and risk management.
Jonathan C. Blake, MBA, PMP
Chief Operating Officer (COO)
Manages daily operations, technology systems, and business processes with 18 years of experience in financial services operations and organizational management. Leads cross-functional teams to implement strategic initiatives, driving efficiency, innovation, and growth across the organization.
Elena M. Novak, PhD
Director of Research & Market Insights
Guides macroeconomic research and quantitative analytics to inform investment decisions. Holds a PhD in Financial Economics and specializes in market insights. With a strong background in econometrics and statistical modeling, they apply cutting-edge techniques to forecast market trends and optimize investment strategies.
James H. Riley, CFA
Director of Portfolio Management
Leads portfolio design and asset allocation, blending data-driven insights with active investment strategies. Backed by 13 years of experience managing diversified multi-asset portfolios. Passionate about optimizing risk-adjusted returns, they utilize advanced analytics and market research to navigate complex financial landscapes and drive portfolio performance.
Olivia S. Hastings, JD, CRCM
Director of Risk & Compliance
Oversees regulatory compliance, risk assessment, and governance to safeguard client assets and firm operations. Brings 12 years in financial compliance, including a JD in financial law. Expert in developing and implementing risk management frameworks, ensuring the firm maintains a proactive approach to evolving regulatory challenges and market conditions.
Victoria A. Langford, MBA
Director of Alternative Investments
Drives strategies in private equity, real estate, hedge funds, and digital assets. Brings expertise from KKR and an MBA from Wharton. Focused on maximizing returns through diversified portfolios, they leverage a deep understanding of risk management and capital allocation to guide investment decisions across global markets.
Marcus S. Cole, CFP®
Director of Client Advisory & Wealth Solutions
Connects clients with tailored portfolio solutions, leveraging 10 years in wealth management and deep experience as a Certified Financial Planner™. Passionate about delivering personalized financial strategies, they focus on helping clients achieve long-term financial security and growth through careful planning and expert advice.
Jared C. Kim, PhD
Senior Quantitative Analyst
Develops quantitative models and strategies to optimize investment performance. Holds a PhD in Applied Mathematics and has previously worked at hedge funds specializing in algorithmic trading. Leveraging advanced machine learning techniques, and continuously refining models to enhance predictive accuracy and drive data-driven investment decisions.
We offer personalized investment portfolios built around your financial goals, risk tolerance, and time horizon. Our dedicated portfolio managers actively monitor and adjust your account to optimize returns while managing downside risk.
Leveraging advanced data analytics, machine learning models, and proprietary algorithms, we identify investment opportunities that align with macro trends, sector rotations, and market inefficiencies — ensuring informed, evidence-based decisions.
We emphasize disciplined diversification and dynamic asset allocation to minimize volatility and enhance long-term returns. Our risk management framework is designed to safeguard your investments across market cycles.
Whether you seek short-term growth or long-term wealth accumulation, we offer a variety of thoughtfully designed investment plans that match your goals. Our structured plans: (from the Essential Growth Plan to the Elite Wealth Plan); cater to different risk appetites, time horizons, and return expectations.
Our in-house research team leverages deep market insights, macroeconomic analysis, and emerging trends to guide your strategy. We also keep our clients informed through regular updates, research reports, and educational resources.
With dedicated advisory support, clear communication, and regular portfolio reviews, we ensure your objectives remain front and center. Our advisors simplify complex financial concepts to help you make confident decisions.
Founded by Dr. Jonathan Fields, a visionary in quantitative finance and portfolio management, with a focus on delivering data-driven investment strategies.
Established a cutting-edge global facility in London, United Kingdom, enhancing operational excellence and client service.
Launched the first managed-account product, offering high-net-worth individuals personalized asset management solutions.
Reached $100M in assets under management within two years, validating early strategies.
Introduced proprietary quantitative investment models to optimize risk-adjusted returns, setting the foundation for future growth.
Secured first institutional clients, broadening service offerings to pension funds, endowments, and large family offices.
Secured Registered Investment Advisor (RIA) certification.
Added hedge fund strategies and private equity investments to diversify client portfolios.
Reached a key milestone with $500M in AUM, demonstrating client confidence in our strategies.
Introduced environmental, social, and governance (ESG) criteria into client portfolios, aligning investment strategies with sustainable practices.
Integrated asset classes such as REITs, commodities and fixed-income into portfolio models for greater diversification.
Rolled out personalized wealth management and financial planning solutions to cater to clients’ diverse financial goals.
Received industry accolades for innovation, performance, and transparency, cementing our reputation as a leading managed-account investment firm.
Partnered with leading custodians for security and transparency.
Formed a dedicated team of quantitative analysts and researchers to drive innovations in investment strategy and market analysis.
Opened a New York office to expand institutional reach and strengthen our presence in global finance.
Expanded services by establishing regional offices in Argentina, Dubai, Switzerland, South Africa, and Toronto to serve international clients.
Surpassed $1B in AUM, solidifying our position as a trusted partner in the global investment landscape.
Launched cutting-edge AI and machine learning models to enhance market prediction and asset allocation strategies.
Achieved carbon-neutral certification as a sustainable investment firm.
Our success is measured by the tangible outcomes we deliver. Backed by deep expertise and a commitment to precision, we help investors achieve meaningful growth across markets. These numbers reflect the strength, scale, and trust that drive our performance every day.
Assets Under Management
Discretionary Portfolios
Daily Average Trades
To ensure that everyone may utilize our platform for online trading and investment, 360quant has continually taken the necessary steps.
Over 2 Million
Over $50 Million
Copyright 360Quant. all right reserved