Mr. Schreffler is the Chief Investment Officer, supervising Senior Portfolio Managers for a proprietary quant trading firm, who manage several teams of traders and research analysts. Excel Capital provides both advisory services and portfolio management services for separately managed accounts, retirement funds, family offices, and institutional investors. Excel primarily invests in equities, commodities, derivatives and cryptocurrency and makes significant quantitative based investments using proprietary trading algorithms developed and back-tested by the firm. Excel constantly refines its investment style, products and business model to deliver top tier risk-adjusted returns and consistent positive alpha. The firm also licenses its strategies and trading algorithims to other firms.Specialties: Algorithmic trading, financial modeling, tactical asset allocation.
Listed skills include Estate Planning, Strategic Financial Planning, Securities, Investments, and 14 others.