Portfolio Risk Audit for $50k to $5M Independent Investors
Find the hidden risks in your portfolio, before the market does. Optimize for growth by picking the best stocks.
- Risk Audit (fast, fixed price)
- Portfolio Blueprint (deeper, scenario-based)
- Ongoing Monitoring (application only)
Portfolio “Roast” / Risk Audit
- Concentration + overlap flags
- Macro sensitivity (rates, USD, inflation)
- Stress scenarios + breakpoints
- Top fixes, priority ranked
Full Portfolio Blueprint
- Everything in the Risk Audit
- Scenario playbook (recession, rates, inflation)
- Diversification improvements (real, not cosmetic)
- Rebalancing triggers + rules
Ongoing Monitoring (Retainer)
- Monthly check-in + updated risk dashboard
- “What changed?” memo + triggers
- Ongoing second-opinion support
- Calls included (agreed upfront)
What we do
Equity research for specific stocks in 60+ countries
Research for portfolios, funds and allocations
Support for the diversification, hedging and derivatives
Investment thesis stress test and articulation
Long term monitoring of client’s portfolios
Investment plan consultations
What we don’t do
Managing funds of our clients
Tax advisory
Blockchain or cryptocurrency projects
Real estate advisory
Promising any sort of guaranteed return
Sugarcoating…
Essentially, Tesseract Research is a research firm focused on investors that want to actively grow their wealth by being present in financial markets, equities, bonds, ETFs, funds, etc.
KEY MILESTONES
Clients from 28 countries
100+ clients
12 days average delivery time
61% of clients return after the first order
The opinion of some clients...real people with real names
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"Benet did a terrific job, delivering on time. He was tasked with researching a niche topic and followed through with understanding and attention to detail. He was responsive and easy to work with. Highly recommend his work and would return for more projects in the future."
Non-profit software equity research
Malcolm Nash - Business Consultant, NYC
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"An excellent partnership."
Equity Research support for options trading
Pretish Patel - Multimillionaire US investor, New Wave Investments LLC, Miami, Florida
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"Benet was very responsive and showed great attention to detail. We were very pleased with his work."
Portfolio advisory LLM optimization for Contextual AI
Bertie Vidgen - AI Researcher, London, UK
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"I really enjoyed working with Benet on this project. He is knowledgeable, consultative, and delivers on the goals. Would gladly partner with him again."
Asset Management Research
Misha Williams - Entrepreneur, NYC
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"Benet was super helpful and knowledgeable. I am very happy with the results. He even gave me "after-sales" support - thank you Benet! :-))"
Futures & commodities trading strategy optimization, discretionary to algorithmic transformation
Dominic Meulemans - Investor, Cape Town, South Africa
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"Thankful for the collaboration."
Emerging markets equity research, oil industry deep dive
Heather Dawe - Managing Director, Atlanta, Georgia, USA
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"A reliable business partner, that's for sure."
Discretionary trading strategy framework and standardization for Visual Sectors
Vlad Mishin - Entrepreneur, London, UK
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"A collaboration that lasted way longer than expected due to the complexity of the case, thankfully Benet knew what he was doing."
Fraud investigation for a shady publicly traded company
Expedito Nievara - Entrepreneur and investor, Van Nuys, California
How it works
1 - You contact us in one of 3 ways
- form by giving details (top right “contact us” button)
- email (right at the end of the page)
- socials (might take some more time to respond)
2 - Then, based on your needs and specific situation; we suggest a service structure that fits you the best.
3 - If needed we would require some more information to serve you better (no IDs and not the value of your assets)
4 - After around 7 to 14 days (approximate range) the work is delivered, it can be in a PDF form, Google Docs that you can modify later on, and in some instances a call is included to better explain the results and guide you further.
