Hercules Wealth LLC.

Empowered Investment Decisions

Paving the way to a brighter financial future.

Everyone deserves the opportunity to invest in building a brighter financial future. A well-optimized stock portfolio can be the key to unlocking an extraordinary retirement and a better life—where future expenses are covered through investment gains rather than labor income. Let us help you take the steps toward achieving your financial goals with confidence and clarity.

Investing is challenging, especially without a finance background. Most investors rely on mutual funds and ETFs to track the market, but that means you’re not maximizing returns. That’s where we can help. We’ll create a personalized, well-balanced portfolio, combining ETFs and stocks to reduce risk and maximize returns.

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Portfolio Management

We build personalized stock portfolios, balancing risk and return with quality U.S. stocks for strong growth and market-aligned risk.

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Financial Planning

Personalized financial plans to help achieve your goals, including Retirement Planning, Tax Planning, and Estate Planning to protect your assets. Only available in Ontario.

Our Investment Process

We optimize your portfolio by carefully allocating to stocks and indexes, aiming to reduce risk while maximizing potential returns.

We begin with a pool of ≈ 3,500 U.S. stocks and narrow it down to a curated selection of 195 U.S. securities selected for their alignment with institutional investor trends and our proprietary criteria, ensuring a refined and confident investment process.

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Following the Smart Money

We monitor top-performing funds like BlackRock, Schonfeld, RBC, and Berkshire Hathaway to uncover stocks favored by leading institutional investors, including experts like Warren Buffett.

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Quantitative Screening

We leverage strategies like stochastics and price variation models to pinpoint optimal times to buy. Buying quality investments at a discount can greatly enhance returns.

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Optimized Asset Allocation

Some stocks deliver high returns but come with substantial volatility, while others achieve similar returns with less risk. We use the efficient frontier to optimize allocations, reducing risk and maximizing returns.

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Tailored specifically to you

Work with the Portfolio Manager to craft a personalized plan tailored to you, with a detailed explanation of decisions and your full approval at every step.

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Growth focus

We invest in quality U.S. companies, like Microsoft and Tesla, that demonstrate strong long-term growth potential. As a long-only fund, we focus on buying and holding stocks without short-selling.

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Risk controlled

We aim to avoid significant losses while capitalizing on opportunities, keeping your investments on the right side of the curve.

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Strategic portfolio

We filter thousands of U.S. stocks down to 195, selecting about 20 stocks and ETFs. With ≈ 50% passive market exposure, we balance focus and stability for optimal growth.

Should I Include Stocks In My Portfolio?

Many people wonder whether to invest in individual stocks or stick with passive ETFs or mutual funds that track the market. The answer is a resounding yes to including stocks—here’s why.

Stocks offer the potential for much higher returns than the market (e.g., SPY, shown in shaded blue), providing significant growth opportunities without necessarily significantly increasing risk.

The efficient frontier identifies the optimal mix of investments to maximize returns for a given level of risk. By aligning your portfolio with this curve, you minimize unnecessary risk while maximizing growth, ensuring your investments are both effective and tailored to your financial goals and risk tolerance.

Annual Stock Returns
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Efficient Frontier (195 Assets)
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Maximum vs. Minimum Daily Returns
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Individual stocks, such as Nvidia Corp (NVDA), can experience significant volatility with daily changes even exceeding 20%, well-constructed portfolios can deliver higher returns while maintaining risk levels similar to the broader market by optimizing the mix of stocks.

Strategic Asset Allocation

Our models calculate the ideal allocation for each security to achieve the perfect balance of risk and return. These include ETFs that track the market and industries, as well as stocks favored by institutional investors and identified through our quantitative buy signals.

Market Risk
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By leveraging correlation, which measures how stocks move relative to each other, we can build a portfolio where investment risks offset each other. This reduces overall risk compared to the market while still targeting higher returns.

Optimal Allocation (21 assets)
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Our Team

Alek Karaoulis

    Managing Director

    Athens, Greece, and Toronto, ON, CA

    Alek earned his Bachelor’s degree in Chemistry from the University of Thessaloniki. Early in his career, he worked as a food chemist at a food processing company, where he also met his wife. Today, Alek is a partner in an import-export company, working with suppliers in Italy and Bulgaria to bring consumer staples to Greece. He also manages a commercial real estate portfolio, working with his brother, an accomplished building designer, on various projects. With over 25 years of market experience—and having even had a Bloomberg Terminal at home—Alek offers a strong understanding of business and market dynamics. A proud father of two, Alek’s eldest daughter just started her journey at the Athens School of Medicine, with her younger sister following closely in her footsteps. Passionate about both business and family, Alek is always eager to lend his expertise and support to everyone around him.

    Hercules Katavelis, CFA

    Quantitative Stock Trader

    Toronto, ON, CA

    Hercules, a Chartered Financial Analyst (CFA) charterholder and Certified Financial Planner (CFP) professional in Canada, is dedicated to helping individuals and families achieve their financial goals with confidence and clarity. With over 15 years of experience in finance and a strong client-focused approach, he specializes in financial planning and investment strategies designed to deliver results. His expertise includes identifying trade opportunities through technical analysis, such as price variation models and stochastics, executing stock and options strategies, and managing risk. Outside of work, he enjoys reading, spending quality time with friends and family, and exploring emerging trends in technology and AI.

    Our Services

    We understand that every client’s financial situation is unique, requiring a personalized approach to wealth management.

    We offer two key services—Full Portfolio Management and Consulting Services—designed to meet the diverse needs of both retail and institutional clients.

    We use Separately Managed Accounts (SMAs) to build personalized portfolios that are independent and tailored to your unique investor profile. SMAs offer flexibility, like considering your tax situation and investment preferences, without interference from other investors. SMAs allow you to retain flexibility, transparency, ownership and control of your investments, while benefiting from professional management.

    We focus strictly on U.S. securities because they offer a proven track record of consistent performance, access to top-performing funds and companies, liquidity, robust disclosures through SEC regulations, and alignment with the investment strategies of leading portfolio managers.

    Not in the U.S.? No problem. Canadian ETFs like Vanguard S&P 500 Index (VSP.TO) provide U.S. stock exposure in Canadian dollars, without currency risk.

    Preferred Brokerage
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    “The secret for success in investing is buying things for less than they’re worth.”
    — Howard Marks, Oaktree Capital Management

    Why Work With Us?

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    Banks, Robo-Advisors are holding you back.

    These institutions prioritize keeping you comfortable, but this limits your financial growth by avoiding the level of risk necessary for achieving higher returns. You also miss out on access to advanced tools and strategies that are reserved for ultra-high-net-worth clients.

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    Focus on the fun stuff.

    Keeping up with the markets is a full-time job, and most investors find it challenging. Let us handle it for you, so you can focus on what really matters—like planning your trip to Rome.

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    Maximum performance.

    You aim to maximize returns by incorporating stocks into your portfolio and strategically navigating market movements.

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    You’re always in control.

    Whether you consult with us or entrust us to manage your hard-earned money, you stay in control every step of the way. We provide regular updates, and every decision requires your explicit approval.

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    Dedication to long-term performance.

    Successful investing requires patience and discipline—there are no shortcuts. While some chase short-term gains through IPOs or Crypto, this often jeopardizes long-term success. We prioritize building portfolios for sustainable growth and resilience.

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    Best tools and models for everyone.

    We leverage the same cutting-edge optimization methods used by industry professionals.

    • Insights from professional investors by analyzing their portfolios (SEC filings).
    • Proprietary technical analysis models to identify better buy points.
    • Efficient Frontier asset allocation.

    The best time to start investing was yesterday; the second-best time is today.

    FAQs

    Do you disclose specifics about the investment process?

    No. The strategies and methods of our investment process are proprietary. These strategies are a result of extensive research and experience. While we can’t disclose specifics, we’re happy to discuss our overall approach and how it aligns with your financial goals.

    How often will you review, revise?

    The frequency of portfolio reviews and revisions is tailored to your specific needs and the level of service you require. For most clients, quarterly reviews are ideal. We work closely with you to determine a schedule that aligns with your financial goals and evolving circumstances.

    What are your fees?

    We operate on a simple Assets Under Management (AUM) fee structure, charging a percentage of your portfolio’s total value every year. We don’t take carried interest—ensuring that 100% of your profits stay with you.

    Which brokerage do you use?

    Our preferred brokerage is Interactive Brokers (U.S. and Canada).

    Do I have to change ownership of my investments?

    No. Depending on your situation, you may need to make in-kind transfers to our preferred broker, Interactive Brokers, while maintaining ownership. Alternatively, it might be possible to establish a legal agreement to manage your portfolio at your existing brokerage.

    Are in-person meetings possible?

    Yes. At First Canadian Place in Toronto, ON, Canada.

    Contact Us

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    Feel free to reach out to see how we can help.