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We built our service reputation on a simple idea: we try to put ourselves in your shoes. Having a dedicated service team for over 20 years, we’ve learned what it takes to satisfy clients:
We believe in making your voice heard. Our dedicated client relations professionals serve as your advocates. To meet your needs, they bring to bear all of the firm's resources: portfolio managers, client portfolio managers, product teams and operations teams. Contact our client relations team to learn more about our approach.Contact Us
Our consultant relations professionals work with you to share perspectives and ensure we’re aligned with the needs of our mutual clients. Reach out to our consultant relations team for fresh insight to top-of-mind issues.
We engage prospective investors who are active in their search. We don’t shoehorn products. We understand that our approach has no merit if it can’t solve your challenges. Whether you face issues around asset allocation, funding status volatility, market volatility or risk management, we’re ready to listen.Contact Us
Our founder, E. Robert Fernholz, Ph.D., was born in 1941 in New Jersey. His father was a distinguished German chemist who fled Germany and immigrated to the US in 1935 to join the faculty of Princeton University. Dr. Fernholz's mother, Mary Briganti Fernholz, was the daughter of Italian Immigrants who came to the US in the early 1900s. She held an M.S. degree in Economics from Smith College and worked at Princeton University as a research assistant in the Economics Department.
Growing up in Princeton and attending Princeton Country Day School, Dr. Fernholz graduated high school at Deerfield Academy in Massachusetts in 1958. He majored in mathematics at Princeton University, under the direction of William Feller, and received his B.A .degree magna cum laude in 1962. He earned his Ph.D. in mathematics at Columbia University in 1967, writing his thesis under the direction of Lipman Bers.
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Dr. Fernholz began his career as an academic mathematician at the University of Washington, and later held various professorships at City University of New York, Universidad Nacional de Buenos Aires, and Princeton University. Fernholz left Princeton University in 1980 to become Research Director at Arbitrage Management Company. He also worked at Brignoli Models where he worked along-side Dr. Harry Markowitz.
In 1987, Dr. Fernholz founded Intech, basing our mathematical investment process on a 1982 paper he published, “Stochastic Portfolio Theory and Stochastic Market Equilibrium.” He later elaborated on these mathematical methods in his monograph, Stochastic Portfolio Theory (Springer 2002). Dr. Fernholz is also the author of numerous research articles both in pure and applied mathematics as well as statistics and mathematics of finance.
Dr. Fernholz married Luisa Turrin in 1970 and they have two sons: Daniel and Ricardo. Luisa Turrin Fernholz earned a Ph.D. in Statistics from Rutgers University and is Professor Emerita in Statistics at Temple University. Daniel T. Fernholz holds a Ph.D. in Computer Science from the University of Texas at Austin, and Ricardo T. Fernholz earned a Ph.D. in Economics from the University of California, Berkeley and is currently Assistant Professor of Economics at Claremont McKenna College.
Dr. Fernholz and his wife Luisa founded the Minerva Research Foundation in 1993 to promote research in mathematical and statistical sciences and to encourage the participation of women in these disciplines. Luisa Fernholz directs the Foundation, which has given support to the Institute’s School of Mathematics since 2007. Dr. Fernholz is also a trustee at the Institute for Advanced Study, an independent, postdoctoral research center for theoretical research, and the academic home for distinguished scholars like Albert Einstein, Kurt Gödel, John von Neumann and Hermann Weyl.