Athletes review game film. Surgeons review their cases. Fighter pilots debrief every flight. Investors see their returns but rarely learn which decisions drove them.
I'm a behavioral finance PhD and decision neuroscience researcher. I review your trading history, find your patterns, and coach you to make better calls on the decisions that matter most.
Built for wealth management firms, family offices, and the managers who run their capital to get transparency and better results.
I rebuild each portfolio from raw trades to attribute performance and benchmark along with the mandate. You get a clear roadmap of where performance is being gained and where it’s being lost so that growth can improve over time.
Performance: Returns against the benchmark, after costs and adjusted for risk.
Cost: How much return goes to fees, trading, and idle cash.
Decisions: Whether the manager’s buying, selling, and sizing add value, measured in dollars.
Fit: How well the portfolio matches its mandate, its limits, and its clients.
Process & technology: Whether the process is written down, followed in hard markets, and backed by the right tools and data.
Working one-on-one with Amos reshaped my investing approach. He conducted a detailed analysis of my portfolio history using his proprietary tools, surfacing subtle behavioural blind spots. We worked together to address these using a structured approach and my investment outcomes have meaningfully improved.
Nathan W. | Yahoo! Finance Product Manager
As a data-driven investor I've focused on performance, but that's a lagging indicator. I’ve been missing the ‘why’ behind the numbers. Dr. Nadler finally quantified the behavioral biases influencing my decisions and provided the clarity I needed to lean into my strengths and address the habits holding me back.
Jeff N. | Product Manager
Working with Dr. Nadler was a turning point for my family’s wealth management. He provided incisive insights into the ‘why’ behind the performance and helped me identify structural weaknesses and guided me toward the right tools and processes to optimize my returns. His expertise in behavioral finance & neuroscience is unmatched.
Alan P. | Entrepreneur
Engaging with Dr. Nadler has refined my approach to active management. He translated behavioral finance concepts into concrete frameworks, allowing me to navigate risk and uncertainty with precision. This structured guidance has instilled a disciplined conviction in my decision-making, leading to measurably superior outcomes.
Murali K. | Cybersecurity Expert
Dr. Nadler challenged me to take an honest look at my financial picture, my goals, and my intrinsic value. While these tough questions were uncomfortable, his guidance was invaluable in helping me stop avoiding uncertainty. In an age of digital information and AI, it is difficult to identify what needs to change on your own; Dr. Nadler provides the essential human connection and deep financial expertise to navigate these challenges to inform how you should invest.
Binny S. | Full Professor
Working with Dr. Nadler has been eye-opening and allowed me to be more consistent and successful. I am more confident because I lean on Amos’ insights & expertise, while taking a more cautious approach because I understand my own risk tendencies. I am better prepared for changes and market fluctuations, thanks to the unique combination of our discussions coupled with customized financial spreadsheets. Dr. Nadler provides a one-of-a-kind service.
Jay K. | Technical Writer
Dr. Nadler gave me a personalized look at how my own psychology shows up in my crypto trading. It isn’t just a report, it’s a behavioral mirror that helped me understand my patterns and spot opportunities to improve. No one else is doing this kind of deep, individualized analysis.
Hunter H. | AI Expert
I built the first half of my career as a finance professor, a hedge fund chief economist and a neuroeconomics researcher. I studied how people make financial decisions, and how to help them decide better.
The big finding by applying behavioral economics to the real world is that most mistakes are predictable, so they can be caught early. Now I coach people to do that, with a clear approach, behavioral analytics from Prof of Wall Street, and a real person in their corner.
I've worked with individual investors, hedge fund traders, portfolio managers, wealth managers and family offices. I help investors see their patterns clearly and build a process that improves how they decide.
