Model Capital Management LLC

Model Capital Management LLC
572 Washington St. Suite M2
Wellesley, MA 02482
Office: +1 (844) 213-1031

Articles by Model Capital Management LLC

Roman Chuyan, CFA
President, Chief Investment Officer

Roman Chuyan

Roman founded the firm in 2012 to provide investment advice focusing on active asset allocation, as a way of improving portfolio risk-return compared to a passive index. The firm’s strategy is powered by research and the unique equity forecasting model that Roman developed over the previous decade.

Prior to founding Model Capital, Roman ran a consulting firm Performance Analytics Inc., which worked primarily with large pension firms to help them build their global tactical asset allocation programs. In prior years, Roman worked at buy-side investment firms JH Investments (2008-2010), CypressTree (2006-2008), and John Hancock Life Insurance Company (1998-2006). He focused on asset allocation, fixed income, credit markets, and derivatives; and developed risk management and valuation models.

Roman holds a M.Sc. degree in Finance from Bentley University in Waltham, MA. He is a CFA charter holder. Roman has several papers on investment risk and tactical management published in financial journals.

Frank Donovan,
Vice President, Business Development

Frank Donovan

Frank directs business development activities for the firm, identifying RIA and other investment managers interested in utilizing Model Capital’s fundamental, forward-looking approach to asset management.

Frank brings to the firm over twenty years of sales management experience, with a record of delivering sustained customer and revenue growth at Wall Street Prep, Varden Technologies, Exivity, DYS Analytics, NewsEdge, and Digital Equipment Corp.

Frank received his B.S. in Economics from The Wharton School at the University of Pennsylvania.

Alexander Melnikov, Ph.D.
Research Consultant

Alexander Melnikov

Dr. Alexander Melnikov plays a key role in the firm’s quantitative research and model development. He brings to the firm over 30 years of academic and applied research experience, and is also a Professor in Mathematical Finance at the University of Alberta.

In addition to his various academic engagements, Alexander previously held senior positions in business: Chief Scientist at Risk Invest Deutschland AG (Frankfurt), and Director at a consulting company Center of Actuarial and Financial Studies, where he was responsible for application of cutting-edge methods of stochastic analysis and statistics in investment management, insurance and risk management.

Alexander is an author of five books and 100 papers, and is a frequent speaker at conferences all over the world.

More Articles

Q2 Earnings To Drop By 44%

Q2 Earnings To Drop By 44%

By Roman Chuyan, CFA, Model Capital Management A recession began in January. An 8% downturn is expected, double the size…

Q1 2020 Earnings Overview

Q1 2020 Earnings Overview

 By Roman Chuyan, CFA Operating earnings for the first quarter are expected to decline by 16% This is the biggest decline…

The “Immense” Recession?

The “Immense” Recession?

By Roman Chuyan, CFA Economic numbers for March are the worst in decades. A 10% peak-to-trough GDP contraction is expected…

Bear-Market Bond Adjustment

Bear-Market Bond Adjustment

By Roman Chuyan, CFA, Model Capital Management Economists are competing for the gloomiest projection, with some expecting a -25% GDP in…

This Is a Bear Market

This Is a Bear Market

By Roman Chuyan, CFA, Model Capital Management Our fundamentals-based process has helped protect against the entire downturn so far. Stocks are…

The Pin That Pricks The Bubble?

The Pin That Pricks The Bubble?

Editor’s Note: Model Capital Management originally published this article and sent to their clients on Feb. 14, 2020. By Roman…

Welcome To the 2020’s

Welcome To the 2020’s

By Roman Chuyan, CFA, Model Capital Management Our equity model’s 6m forecast for the S&P 500 declines slightly on higher…

Investing involves risk including the risk of loss of principal. ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs’ net asset value. Brokerage commissions and ETF expenses will reduce returns.

SPDR® S&P 500® ETF Trust is an exchange traded fund structured as a unit investment trust listed on NYSE Arca, Inc., and seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500® Index.

Standard & Poor’s®, S&P® and SPDR® are registered trademarks of Standard & Poor’s Financial Services LLC, a division of S&P Global ("S&P"); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation’s financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.

Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. Certain State Street affiliates provide services and receive fees from the SPDR ETFs. ALPS Distributors, Inc., member FINRA, is distributor for SPDR S&P 500, SPDR S&P MidCap 400 and SPDR Dow Jones Industrial Average, all unit investment trusts. ALPS Portfolio Solutions Distributor, Inc., member FINRA, is distributor for Select Sector SPDRs. ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc. are not affiliated with State Street Global Advisors Funds Distributors, LLC.

None of State Street Corporation, State Street Global Advisors, SSGA Funds Management, Inc. or any of their affiliates or subsidiaries (“State Street”) are affiliated with ETF Trends or any ETF Strategist. However, State Street may enter into, and may have entered into, certain marketing arrangements with one or more ETF Strategists, including arrangements relating to SPDR® ETFs. State Street does not endorse any ETF Strategist and disclaims any liability associated with any ETF Strategist.

Before investing, consider the funds' investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus which contains this and other information, call 1-866-787-2257 or visit www.spdrs.com. Read it carefully.

To learn more about being profiled on the ETF Trends ETF Strategist Channel, please email tlydon@ETFtrends.com.