YURI B. KOTIK, Ph.D., Econ.
Investment Advisor
Sophisticated investment ideas
The key word in investing is “alpha.” Alpha is a risk-adjusted measure of active return on your investment — the extra return you expect your investment professional to generate without undue risk to justify his or her fees.
Thanks to my background, I provide alpha to conservative and aggressive clients alike. Having lived, studied and worked in Canada, India and the USSR, I offer my high net worth clients a unique and international perspective on the global markets that increasingly impact their investment success. My Ph.D. in economics brings my investors — who hail from countries all around the globe — a deep understanding of market cycles, insightful research, consistent results, and the peace of mind that comes with a broader view.
My particular areas of expertise include arbitrage and US currency.
Our vision
Why People Do Business with Yuri Kotik — As an advisor and as an individual, my approach is always to strive for the best. With a passion for the business, a talent for getting results in unconventional ways and a Ph.D. in economics, I seek clients who are smart, curious, analytical, and open to new opportunities within the framework of a conservative, disciplined money management strategy. More