Highly bespoke investment management
Defiant Capital Group is an investment advisory firm that provides highly tailored investment management and financial advisory to differentiated families of substantial means.
We are a boutique asset management firm with institutional sophistication
Defiant Capital Group is privately owned, unbiased and helps clients achieve their financial goals in both life and business, by taking calculated, strategic risks. We act as fiduciaries to every client and invest across asset classes and market cycles, identifying unique and overlooked investment opportunities that can provide differentiated ways to preserve and grow wealth.
Investment Services
We leverage our backgrounds in Investment Banking, Private Equity, Venture Capital, and Wealth Management to create and manage investment solutions that fit our clients unique lifestyles.
Holistic Investment
Management
Holistic, customized investment solutions designed to provide predictable returns for specific needs.
Alternative
Investments
Solutions for investors beyond stocks and bonds to diversify portfolios and differentiate returns.
Investment
Consulting
Personalized investment due diligence, portfolio construction, and investment analysis.
Business
Advisory
Strategic consulting and business advisory services for privately owned businesses.
Differentiated investing requires conviction, judgment, and experience
Everyone deserves to have someone working as hard to grow and protect their assets as they did to earn them.
Defiant Capital Group is driven by a commitment to research and intellectual curiosity. Our investment approach begins with a focus on understanding the potential for loss, and then follows a deep due diligence process that incorporates fundamental logic and macroeconomic analysis. Using a combination of rules-based principles and fundamental logic we systematically design and construct wealth management investment solutions tailored to meet our clients objectives.
Latest Thoughts and Announcements
- 1Q22 Newsletter: Spillover effect
It has been a violent start to 2022 marked by volatility, war in Europe, and economic uncertainty. While the US appears to be largely insulated […] - Opportunities in Real Estate Roundtable Moderated by Defiant Capital Group’s Jonathan Dane, CIOJonathan Dane, Founder & CIO of Defiant Capital Group, recently sat down with a group of investors to discuss the real estate market and opportunities […]
- Thoughts on the Markets and Ukraine CrisisThe events since 2/24/2022 (when Russia formally invaded Ukraine) have been astonishing and devastating. The resulting conflict, sanctions against Russia, and impact on businesses has […]
- Defiant Capital Group Founder & CIO Jonathan Dane to speak at Smart Business Dealmakers ConferenceDefiant Capital Group Founder and Chief Investment Officer Jonathan Dane will be speaking at the Smart Business Dealmakers Conference in Pittsburgh on February 23, 2022. He […]
- Markets are volatile (and that’s normal)After last year’s relative calm in equity markets (the max drawdown for the S&P 500 in 2021 was just 6%) volatility has returned. Three weeks […]
- 2022 Outlook: OnwardShifting to a slower growth environment, but with plenty of room to run It’s been nearly two years since COVID and economic lockdowns sent ripples […]
Defiant /de·fi·ant/ /dəˈfīənt/
The word DEFIANT embodies the bold conviction and determination that is needed to make tough decisions.
We understand that success requires long-term vision and the ability to challenge conventional thinking. Our unwavering commitment to research and due diligence gives us the foundation and confidence we need to make investment decisions.
