A Focused Suite of Global Investment Services
We Listen, Think Independently, Advise & Take Action
FUNDS MANAGEMENT
David GoeL Consultancy provides wholesale investors the opportunity to participate in investing in a range of asset classes.
COMPREHENSIVE APPROACH
We use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
COMMITTED TO SERVICES
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
You’ll Know What
SEC Registered Investment Advisor
We help you achieve your vision and cultivate confidence and peace of mind across your financial journey.
Client Experiences That Speak for Themselves
The position-sizing and de-risking rules they implemented added +220 bps to our 12-month risk-adjusted returns (Sharpe 0.9 → 1.3) and cut slippage costs by ~30%—a clear seven-figure uplift for the book
The sizing and de-risking framework added +180 bps to our 6-month risk-adjusted return and cut slippage ~28%. We rotated capital faster into high-conviction crypto setups and used equity hedges to keep volatility in check.
Within two quarters of working with David’s team, our net P&L rose 18% year-over-year while our max drawdown improved from −35% to −19% on the same risk budget. The payoff was immediate.
Hear Directly
From our Experts
Financial Planing FAQ’s
Common questions on financial planning and investing
Wasn’t David previously at Matrix Capital? Is the same person running this firm now?
Yes. David E. Goel founded and led Matrix Capital Management for ~25 years before closing the fund in August 2024 and returning capital to investors for health-related reasons. He now leads this consultancy with the same research depth and process discipline—purpose-built for advising traders and investors rather than running a hedge fund. In short: same leader, new mandate, client-aligned model.
What exactly do you do for traders and investors?
We diagnose your current process, rebuild risk rules and sizing, refine entry/exit playbooks, and tighten execution. For investors, we align asset mix to objectives, improve mandate clarity, and standardize review cadence. The goal is repeatable decisions that improve P&L and cut drawdowns.
How do you help traders make more money quickly?
We upgrade four levers fast:
(1) position sizing, (2) de-risk/exit rules, (3) execution quality, (4) post-trade review.
The result is higher conviction, lower slippage, and better capital rotation—so winners scale and losers shrink sooner.
Why choose your consultancy over a typical “coach” or generic advisor?
We’re operators first: deep research, live desk support when needed, playbooks you can run tomorrow, and dashboards that track impact. No fluff—just repeatable process that drives P&L and keeps teams aligned.
Will I have a dedicated advisor?
Absolutely, you’ll have your own personal advisor. At David G, we’re all about building a strong, one-on-one connection between you and your advisor. We know everyone’s financial path is different, so we pair every client with a dedicated advisor who’s focused on getting to know you and helping you reach your unique financial goals.
