Stop outsourcing your investment process
Learn from professionals how to build your own robust process
G Davies Wealth Management
We specialize in derivatives trading, with a focus on futures markets, and train traders and analysts in the design, testing, and management of derivatives-based trading strategies. Our work includes training institutional teams to incorporate futures into their investment strategies, manage risk systematically, and evaluate where discretion can be replaced by systematization. We host in-person training sessions for investment teams in the Boston area, as well as online training for international investors.
We have adapted that same institutional training for individual investors with personal portfolios who want a clearer understanding of how to construct, backtest, and optimize their own trading strategies. Rather than focusing on forecasts, trade ideas, or market opinions, the emphasis is on process specific, such as how strategies are formulated, how they are tested, how risk is quantified, and how decisions are evaluated when outcomes are uncertain. We teach the construction of a complete investment process, including how professionals determine whether an exploitable edge exists, how strategies are developed and tested, how risk is managed, and how outcomes are assessed. The goal is to understand and apply the process in its entirety, rather than to rely on isolated techniques or external opinions.
DIGITAL MARKETING SERVICES
We know the internet like the back of our iPod, and we provide you with the full gamut of digital marketing services, everything from traffic building and maintaining to social media campaign construction. Of course, we’ll also help you choose the best channels for spreading your message, to your best audience and within your budget.
STRATEGY
Every single project we launch here at AA marketing begins with a thorough, often intense planning process. We involve as many of our in-house experts as needed to ensure that your plan is sound and successful.
MEDIA BUYING
Having a perfect pitch won’t do you any good if it isn’t pitched at the right time and place. And with the plethora of mediums out there today, that’s not easy. We ensure every media dollar you spend contributes towards your ROI.
SOCIAL
Want a social media campaign that knocks people’s socks off? Well, so do we, and we know just what needs to happen to make that a reality. We’ll help you unlock the potential of your brand, and infuse it in all the right channels.
WHAT OUR CLIENTS THINK

“Working with AA was a pleasure. Our PR team helped us stretch our thinking and found us new opportunities for growth. It was an amazing experience.”
Jeremy Winston / Think Again

“AA’s approach to problem-solving is creative, fun and interesting. Together, we found solutions that were totally out of the box. Thanks AA!”
Maryanne Quincy / Spendswift

“Best marketing firm I have ever worked with. Can’t wait for the next project.”
Renata Bergsman / Hats On














