You deserve research-backed portfolio management without leaving the Pine Belt. Systematic tactical allocation, local understanding, and someone who knows your name.
Caldric Capital brings systematic, regime-based investment management to South Mississippi. Fee-only, fiduciary, and built on a defined process — with direct access to your advisor and a $500,000 minimum.
Caldric Capital will serve individuals and families throughout the Pine Belt, including:
Note: Caldric Capital is registered with the State of Mississippi as an investment adviser. Mississippi residents are our primary focus. Over time, we may also serve a limited number of clients in other states where we are properly registered or exempt from registration, based on client demand and regulatory requirements.
You get systematic macro research analyzing economic regimes, inflation, growth, and monetary policy — adapted for your specific situation, from someone who lives here.
Sophisticated portfolio management rooted in macro regime identification — from someone who understands Mississippi and is accountable to you directly.
Your advisor grew up in the Hattiesburg area and runs the firm from Covington County, Mississippi. You work directly with the person making portfolio decisions.
You get a systematic, regime-based framework that draws on academic literature in regime allocation, trend-following, and volatility-aware risk management — with a $500K minimum.
You're the priority — Mississippi families come first, with selective service to other states where legally permitted.
As a fiduciary, Caldric is legally obligated to act in your best interests. Compensation comes solely from the advisory fee paid on assets under management.
These are real concerns from South Mississippi investors. If you recognize yourself, you're not alone.
Caldric uses a documented tactical allocation process that may reduce exposure when approved indicators deteriorate. Defensive positioning can still lose money, may underperform rising markets, and cannot guarantee lower drawdowns than a static allocation.
Caldric Capital is held to a fiduciary standard, legally obligated to act in clients' best interests. Compensation flows solely from the advisory fee paid on assets under management, so portfolio recommendations are driven by the systematic framework alone.
Transparency matters. We explain our regime identification process, show which indicators we track, and communicate portfolio changes with clear rationale so you understand what changed and why.
We combine systematic execution with personalized service. You get macro-focused research combined with personalized service—without large firm bureaucracy—and a real person who understands Mississippi.
These concerns are why Caldric Capital exists. A systematic, fee-only alternative for process-sensitive investors.
Get Your Questions AnsweredTake the Portfolio Fit Assessment to see how the systematic tactical allocation framework would apply to your situation.
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