Sophisticated capital growth through quant-informed portfolios
ZeroNine Holdings synthesizes quantitative research, active risk management, and human insight to unlock 3–5% monthly yield across multi-asset strategies for discerning investors.
Design my portfolioStructured portfolios engineered for outcome certainty
Choose a strategy aligned to your capital horizon. Every plan is actively managed, risk-scored, and continually rebalanced to lock in steady gains.
Foundation Strategy
Ideal for capital preservation with elevated cashflow.
- Income-first crypto & FX ladder
- Monthly performance briefings
- Automated reinvest or payout
Optimized for first-time investors seeking predictable returns with minimal volatility exposure.
Risk Controls- 12% max drawdown guardrails
- Auto re-hedging triggers
- Analyst check-ins bi-monthly
Ascent Strategy
Balanced growth across digital assets, equities, and credit.
- Active sector rotation engine
- Dedicated liaison + priority desk
- Weekly market intelligence packets
Combines AI-guided momentum models with discretionary oversight to capture mid-term upside.
Risk Controls- Dynamic volatility targeting
- Live portfolio dashboards
- Quarterly roundtables with CIO
Summit Strategy
High-performance mandate with access to proprietary deal flow.
- Co-invest in private credit & venture
- Capital calls with 48-hour liquidity
- Bespoke tax alpha guidance
Reserved for seasoned allocators ready to scale with venture-grade upside and institutional oversight.
Risk Controls- Tiered capital protection buffers
- Bi-weekly strategy councils
- Scenario stress-testing each quarter
Transparent performance dashboards
Interactive analytics keep every investor informed — from projected growth curves to downside buffers and risk-weighted allocation splits.
Projected portfolio growth
Asset allocation mix
Risk-adjusted comparison
A guided journey from onboarding to outcomes
Every step is orchestrated by seasoned analysts and automation, ensuring you know precisely where capital is allocated and how performance compounds.
Discovery & Profiling
We map objectives, liquidity needs, and risk appetite, building a quantified brief that anchors your portfolio architecture.
- Compliance + onboarding in under 48h
- Personalized risk rubric
- Strategy workshop with lead analyst
Activation & Deployment
Capital is staged across curated opportunities with hedging protocols and adaptive rebalancing from day one.
- Algorithmic execution with human oversight
- Risk-on/risk-off guardrails monitored 24/7
- Continuous data feed into your portal
Reporting & Optimization
Monthly investor briefings, actionable insights, and scenario modeling keep you ahead of market turns.
- Tactical commentary delivered monthly
- Automatic reinvest or liquidity release
- Performance incentives tied to benchmarks
Human expertise amplified by intelligent infrastructure
Our multi-disciplinary desk merges macro research, machine intelligence, and institutional-grade compliance to deliver durable growth.
ZeroNine Holdings is comprised of ex-hedge fund strategists, digital asset quants, and risk officers who have navigated every market cycle since 2014. We combine deep technical analysis with fundamental conviction to capture asymmetric opportunity.
We invest alongside you, aligning incentives and ensuring total transparency. Each portfolio is monitored by our command center with live telemetry and automated safeguards.
AI-assisted screening surfaces alpha across crypto, FX, and private credit within minutes.
Custody, compliance, and insurance partnerships reduce operational risk to near-zero.
Access senior strategists, tax advisors, and compliance officers as an extension of your team.
What partners say about ZeroNine
Forward-thinking founders, family offices, and executives choose ZeroNine for predictable returns and proactive intelligence.
“The reporting cadence and depth of insight rivals multi-billion dollar funds. Our quarterly liquidity goals have been hit for nine consecutive quarters.”
“ZeroNine translated our treasury needs into a living strategy that moves with the market. We now fund R&D from portfolio yield alone.”
“Their team is obsessively transparent. Stress scenarios, hedging plans, and upside models are shared before we even ask.”
Ready to accelerate capital performance?
Partner with an allocation desk that blends machine precision with human conviction. Let’s design your custom mandate.