Pantile Investments

The people behind Pantile.

Select anyone to read their story.

  • CEO, Founder, and Chief Investment Officer

  • Clay Feldman

    Director of Product

  • Founding Full Stack Engineer

  • Founding DevOps and Backend Engineer

  • Product Engineer

  • Accounts Retrievable

David Baines

CEO, Founder, and Chief Investment Officer

MBA in Finance, Boston University. Doctorate in Finance, Washington University in St. Louis. PhD in Computer Science, University of Colorado Boulder.

Series 65 licensed investment advisor, with more than ten years in quantitative portfolio management, a former leader in corporate finance at Verizon, and a published researcher in portfolio optimization. He founded Pantile Investments in 2021.

We started as a hedge fund. We built what its clients had.

Pantile started in 2021 as a quantitative hedge fund, and the clients we worked with were family offices. What struck us was not the portfolios. It was the service model. One team saw everything a family owned and handled all of it: the investments, the taxes, the estate, the lending, the private deals, the cash. Nothing fell between specialists, because there was no between.

Before that, we spent over a decade building products in finance and running quantitative strategies for large institutional investors, so we knew institutional-grade portfolio construction did not need to be reserved for endowments and pension funds. Working with family offices showed us the same thing about the whole model. Almost nobody gets it, not because it is complicated, but because it has only ever been delivered by hand, to families large enough to pay for the hands.

So we built the family office as a platform, and our own advisors run every client household on it today. The goal is the one we started with: bring the all-in-one service model to the broadest group of people possible, with real advisors and evidence behind every decision.

The investing came from the hedge fund. It runs every portfolio on the platform.

Our team holds doctoral-level training in finance and quantitative methods, and the portfolio construction we ran for family offices is what the platform runs today, for every client account, regardless of size.

  1. Risk-managed portfolio construction

    Most advisors put clients in passive index funds because it is simple and defensible, not because it is optimal. We build portfolios using quantitative methods that actively manage factor exposure, correlation, and downside risk, reducing drawdowns without giving up meaningful upside.

  2. Returns that hold up across market conditions

    A passive S&P 500 fund works great in a bull market. It works terribly when volatility spikes, rates rise, or correlations break down. Our portfolios are designed to generate consistent returns across full market cycles, not just the easy years.

  3. Tax strategy woven into every decision

    The average investor loses 1 to 2 percent of annual returns to avoidable tax drag. We build tax efficiency into the portfolio from day one: asset location, tax-loss harvesting, and multi-year planning that treats your tax bill as a cost to be actively managed, not accepted.

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