Since 2016 • Risk Management • Strategic Execution • Compliance Focus
Since 2016, Donna has been at the forefront of investment strategy, specializing in crypto, stocks, and multi-asset portfolios. Her approach combines rigorous risk management with innovative execution strategies, always maintaining the highest compliance standards.
Logos indicate industries and typical clientele; not endorsements.
Equities, ETFs, Crypto portfolio construction and optimization.
Comprehensive risk assessment and mitigation strategies.
Market analysis and actionable investment signals.
Trade execution optimization and slippage reduction.
Digital asset portfolio integration and management.
High-net-worth individual and family office advisory.
Real-world outcomes demonstrating our strategic approach to portfolio optimization and risk management.
Reduced portfolio slippage through improved execution strategies and advanced order management techniques.
Client: Institutional Portfolio
Manager
Timeframe: 6 months
Assets: $50M+ AUM
Improved Sharpe ratio from 1.2 to 1.8 through enhanced risk controls and dynamic portfolio rebalancing.
Client: Family Office
Timeframe: 12 months
Assets: $25M+ AUM
Successfully integrated 15% crypto allocation with significant volatility reduction through strategic diversification.
Client: High Net Worth Individual
Timeframe: 8 months
Assets: $15M+ AUM
Enhanced portfolio performance through strategic allocation across equities, bonds, commodities, and alternative investments.
Client: Corporate Pension Fund
Timeframe: 18 months
Assets: $100M+ AUM
Past performance not indicative of future results. Results may vary based on market conditions and individual circumstances.
Certified Investment & Trading Consultant with specialized expertise in multi-asset portfolio management. Contact me to access detailed credentials and portfolio information.
CRD#: 1992228
Fully compliant with regulatory standards and ongoing oversight requirements.
Ready to discuss your investment strategy? Let's connect and explore how we can optimize your portfolio together.
patriciahdonna@gmail.com
+1 (302) 277-6395
Telegram
@Realdonnatrades
Response Time
Within 24 Hours
Location
United States