About AssetMethod Online

Bringing institutional-grade asset management frameworks to individual investors

Our Mission

AssetMethod Online exists to democratize access to systematic asset management approaches that have historically remained exclusive to institutional investors. We believe sustainable wealth creation shouldn't require privileged access, insider connections, or exceptional market timing.

Through education, practical frameworks, and accessible tools, we empower individuals to build and manage portfolios using the same disciplined methodologies employed by endowments, pension funds, and family offices.

Our approach replaces guesswork with structure, emotion with discipline, and reactive decision-making with strategic planning. The result is a systematic path toward long-term financial security.

Our Core Values

Systematic Excellence

We champion methodical approaches over market predictions. Disciplined frameworks consistently outperform reactive decision-making.

Transparency First

Complete honesty about capabilities, limitations, and outcomes. We provide education, not guarantees or false promises.

Education Focused

Knowledge empowers better decisions. We prioritize teaching principles over promoting specific products or strategies.

Long-Term Orientation

Wealth building requires patience and perspective. We design frameworks for decades, not quarters.

Meet Our Team

Our diverse team combines decades of experience across institutional asset management, financial planning, quantitative analysis, and investor education. We're united by a common mission: making systematic wealth building accessible to everyone.

Team member 1

Sarah Mitchell

Founder & Chief Investment Officer

Sarah spent 15 years managing institutional portfolios before founding AssetMethod. Her experience includes roles at major pension funds and endowments, where she developed expertise in systematic asset allocation and risk management. She holds a CFA charter and MSc in Finance from the London School of Economics.

Team member 2

Rachel Thompson

Director of Education

Rachel bridges complex financial concepts and practical application. Previously a senior financial planner with major UK wealth management firms, she specializes in translating institutional frameworks for individual investors. Rachel is a Chartered Financial Planner and passionate about investor education.

Team member 3

David Chen

Head of Research

David brings quantitative rigor to AssetMethod's frameworks. With a PhD in Financial Economics from Cambridge and experience in quantitative research at leading investment firms, he ensures our methodologies rest on solid empirical foundations. David publishes regularly in academic finance journals.

Team member 4

Emma Wilson

Risk Management Specialist

Emma's expertise in risk control systems helps individual investors implement institutional-grade protection frameworks. Her background includes risk management roles at global investment banks and asset managers. Emma is a Certified Risk Manager with specialized knowledge in portfolio risk assessment.

Team member 5

James Anderson

Technology Director

James ensures AssetMethod's tools and platforms remain accessible, reliable, and user-friendly. With over a decade developing financial technology solutions, he combines technical expertise with deep understanding of investor needs. James previously led engineering teams at prominent fintech companies.

Our Journey

AssetMethod Online emerged from a simple observation: individual investors repeatedly make the same preventable mistakes. Not due to lack of intelligence or dedication, but because they lack access to systematic frameworks that institutional investors consider fundamental.

Our founder, Sarah Mitchell, witnessed this disparity firsthand while managing institutional portfolios. The same investors who struggled with personal portfolios successfully contributed to institutional funds employing systematic approaches. The difference wasn't capability—it was methodology.

2019

Foundation

Sarah Mitchell begins researching how to adapt institutional frameworks for individual application. Initial focus on asset classification and risk management protocols.

2020

Framework Development

Core AssetMethod frameworks take shape through extensive testing and refinement. Early adopters provide valuable feedback on practical implementation challenges.

2022

Team Expansion

Rachel Thompson and David Chen join to enhance educational content and research capabilities. AssetMethod Online formally launches with comprehensive white paper release.

2024

Platform Launch

Interactive tools and calculators go live, making systematic methodologies more accessible. Emma Wilson and James Anderson join to strengthen risk management and technology capabilities.

2025

Continued Growth

Expanding educational resources, refining frameworks based on user feedback, and building a community of systematic investors committed to methodical wealth building.