Van Tharp

Portfolio Management and Risk Framework

Siminou Wealth Management provides investment advisory services using a risk-based portfolio management approach. Portfolio construction emphasizes risk definition, position sizing, and portfolio-level exposure management rather than short-term market forecasting.

The firm’s methodology incorporates principles commonly associated with the work of Van Tharp, particularly with respect to position sizing and drawdown awareness. These principles are applied as part of a broader fiduciary process and are tailored to each client’s objectives, financial circumstances, and risk tolerance.

Richard Siminou, principal of Siminou Wealth Management, is based in New York and provides advisory services to clients throughout the United States and, where permitted, internationally, including Europe.

Risk Definition and Position Sizing

Portfolios are structured around predefined risk parameters prior to capital allocation. Position sizing is used as a portfolio management tool to help limit concentration risk and manage exposure at both the individual position and overall portfolio level.

Different investments and strategies may have varying risk characteristics, holding periods, and volatility profiles. Position sizes are adjusted accordingly in an effort to maintain consistency with the portfolio’s intended risk profile.

Ongoing Oversight

Portfolios are monitored on an ongoing basis and may be reviewed periodically or in response to changes in market conditions or client circumstances. Adjustments are made when deemed appropriate and in accordance with the client’s advisory agreement.

Disclosure

This material is provided for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. Advisory services are provided pursuant to a written investment advisory agreement.