Systematic Investment Management for South Mississippi
Grounded in systematic tactical allocation and a commitment to local families. We bring Wall Street sophistication to Main Street Hattiesburg. All investing involves risk, including the possible loss of principal.
Why Local Matters
Caldric Capital brings systematic tactical allocation to South Mississippi—sophisticated portfolio management rooted in macro regime identification and disciplined risk management.
Pine Belt Roots
Founded by a Hattiesburg native who understands the local financial landscape and investor concerns.
Institutional Access
Bringing systematic macro research and quantitative frameworks with a $500K minimum (accessible to individual investors).
Community Focus
Committed to serving South Mississippi families, not expanding to distant markets.
Fiduciary Standard
Legally obligated to act in your best interests—not sell products or earn commissions.
Serving the Pine Belt Region
Caldric Capital is a planned investment advisory firm based in South Mississippi. We understand the unique challenges facing local investors: limited access to sophisticated portfolio management, advisors focused on product sales rather than fiduciary advice, and the “stay the course” mentality that ignores regime changes.
We plan to serve individuals and families throughout the Pine Belt, including:
Note: Registration will initially be with the State of Mississippi. We plan to serve Mississippi residents first, with potential expansion to neighboring states based on client demand.
Global Macro Meets Local Commitment
systematic macro research frameworks analyzing economic regimes, inflation, growth, and monetary policy—adapted for individual Mississippi investors.
Concerns We Hear from Mississippi Investors
These are real concerns from conversations with South Mississippi investors over the past year.
"I lost 40% in 2008 and again in 2020"
Caldric's tactical approach systematically adjusts equity exposure based on risk indicators, aiming to reduce drawdown severity through regime-based defensive positioning when conditions warrant.
"My advisor just sells me products"
Many local advisors earn commissions on insurance and annuities. As a fiduciary, we're legally obligated to act in your best interests—no product sales, no commissions.
"I don’t understand what my advisor does"
Transparency matters. We explain our regime identification process, show which indicators we track, and communicate portfolio changes with clear rationale—no black box strategies.
"Robo-advisors seem too impersonal"
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.
Sound familiar? These concerns are why we’re building Caldric Capital.
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