Capital
structured
with precision.
Swiss discipline applied to US equity markets. Advisory mandates, institutional-grade portfolios, and AI-enhanced strategic research for sophisticated investors.
Performance measured.
Not claimed.
All signals independently tracked on TipRanks. Every return is on the public record.
investment be worth?
Three lines of value. One advisory relationship.
Corporate advisory, US equity portfolio construction, and AI-powered research — delivered with the discipline of Swiss private banking and the depth of Wall Street analysis.
Corporate & Structural Advisory
Strategic guidance for holdings, family offices, and investors navigating corporate restructuring, Swiss–US entity architecture, and capital governance.
- Corporate restructuring mandates
- Swiss–US entity architecture
- Coordination with legal & tax counsel
- Board-level governance frameworks
S&P 500 & Nasdaq Portfolios
Disciplined construction and oversight of US equity portfolios — readable for the client, rigorous in methodology, adaptable to different risk profiles and mandates.
- Core US Blue Chips
- Growth & Innovation (Nasdaq)
- Barbell Allocation strategy
- Advisory or discretionary mandates
AI-Augmented Strategic Research
Intelligence workflows that filter investment opportunities, monitor risk signals, and transform complex analysis into clear, actionable executive reporting.
- Intelligent screening & ranking
- Material change monitoring
- Scenario simulation
- Executive-grade reporting
The portfolio is the product.
We build concentrated, conviction-driven portfolios across the S&P 500 and Nasdaq — with systematic selection, risk control, and the narrative clarity that distinguishes genuine advisory from generic wealth management.
Start a MandateAll strategies include concentration control, drawdown monitoring, and quarterly narrative reporting.
Human judgment. Machine precision.
Artificial intelligence accelerates and sharpens our analytical process — but every decision retains human conviction and accountability at its core.
Intelligent Screening
Systematic filtering of the S&P 500 and Nasdaq universe by quality signals, valuation, momentum, and risk-adjusted opportunity — updated continuously.
Scenario Simulation
Multi-variable stress testing and scenario modeling before any material capital decision. We define downside before committing to upside.
Continuous Monitoring
Real-time surveillance of earnings, macro signals, and thesis-breaking events. We act only when it matters, avoiding reactive noise.
Executive Reporting
Technical analysis distilled into clear, defensible investment narratives for clients, boards, and counterparties.
We deploy structured AI workflows to process more information, faster — while keeping investment conviction in human hands. The result: sharper decisions, delivered with institutional clarity.
Discuss MethodologyPrivate access for serious investors.
A closed circle for clients and partners who want direct access to model portfolios, thematic investment ideas, and live market sessions with structured Q&A.
Transparent pricing.
Institutional standards.
Three tiers designed for the US market — from self-directed investors who want verified signals, to institutions seeking a full advisory mandate.
- Weekly portfolio signals (S&P 500 & Nasdaq)
- Entry price, target & stop-loss per signal
- AI-powered screening rationale
- Performance tracking dashboard
- Email + Telegram delivery
- Live Q&A sessions
- Model portfolio access
- 1:1 advisory calls
- Everything in Signals
- Full model portfolio (S&P 500 + Nasdaq)
- ⚡ Explosive Growth Stocks — weekly small cap & penny stock picks under $10
- Thematic ideas with AI quantitative rationale
- 2× monthly live market sessions + Q&A
- Sector rotation & macro positioning notes
- Portfolio scenario simulations
- Priority email support
- 1:1 advisory calls
- Everything in Invest Club
- Monthly deep-dive research report (10–15 pages)
- Custom watchlist monitoring & alerts
- Earnings & macro event pre/post briefings
- Executive summary PDF (board-ready)
- 1× monthly 30-min 1:1 strategy call
- White-label reporting available
- Direct line to advisory team (48h SLA)
- Fully customized US equity portfolio design
- Weekly 1:1 calls with the advisory team
- Swiss–US entity structuring support
- Custom AI research pipeline for your mandate
- Quarterly performance review & board reporting
Primus Pilus Capital LLC is an independent advisory firm. We do not hold client funds or act as a custodian. All subscriptions are for research and educational purposes. Investment decisions remain solely with the client.
Schedule a confidential call.
Tell us about your objectives. We will respond within one business day to schedule a private conversation.