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
- 3Q21 Newsletter: A late-quarter stumble, but the recovery continues
Global growth optimism weakened in late-3Q sending equity markets lower and Treasury yields higher. That said we continue to see opportunity for growth in the […] - Private Credit Opportunities within a Holistic Alternatives Portfolio
Private market investments, a key component of an alternatives portfolio, can provide opportunities to generate non-correlated returns within portfolios and enhance overall portfolio risk/return, while […] - One Mic Stand: Defiant Capital Details 5 Things to Keep in Mind When Raising Capital
On the recent Pittsburgh Technology Council podcast Defiant Capital Group Founder and CIO Jonathan Dane sits down with Jonathan Kerstin to discuss five things every […] - Defiant Capital Group Announces Venture Syndicate to Invest in Disruptive Technologies
Syndicate is stage agnostic and will invest across industries and geographies PITTSBURGH – Defiant Capital Group, a boutique investment firm providing highly bespoke investment advisory […] - The housing market is hot, but a bubble isn’t likely
The housing market is on fire as home prices continue to rise, even as lumber costs come down. A quick look at the data behind […] - Defiant Capital Group Founder & CIO Jonathan Dane featured on “Bridge to the Burgh” podcast
Defiant Capital Group Founder and Chief Investment Officer Jonathan Dane was recently interviewed by Brad Jones, CFA on the Bridge to the Burgh podcast. On […]
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.
