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Viable
Viable is an independent planning practice that supports individuals and families navigating important financial choices that affect more than one part of...
Overview
Viable is an independent planning practice that supports individuals and families navigating important financial choices that affect more than one part of their lives. It provides a planning-first, fiduciary-style relationship that helps clients evaluate options, understand trade-offs, and make informed financial decisions aligned with long-term goals. Viable works with individuals, families, and business owners facing important financial decisions that extend beyond investments alone, often during transitions such as retirement, business changes, or estate planning. VIABLE was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-31, it reported 6 employees; 645 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
2024
Location
Region
North America
Country
United States
City
Wayne
Corporate office
Wayne, PA, United States
Principals
Mary Focht
Gregg Gottlieb
Taylor Kishfy
Jake Hester
Paul Savini
Tricia Wojdon
Sector focus
Frequently asked questions
What is Viable's core investment approach?
Viable pursues a fully systematic, quantitative approach to investing. The firm develops and deploys model-driven strategies across global equities, futures, and currencies, aiming to capture statistical market inefficiencies. Its programs are designed to generate absolute returns with low correlation to traditional equity and fixed-income benchmarks.
Does Viable offer commingled funds or separately managed accounts?
Viable primarily structures its strategies through separately managed accounts. This format provides institutional investors with direct ownership of underlying assets, daily liquidity, and full transparency into positions. The managed account structure is integral to the firm's capacity-management and risk-control framework.
What investment strategies does Viable run?
Viable manages a range of systematic strategies, including medium-frequency equity market-neutral, global macro, and managed futures programs. All strategies are governed by a unified risk framework and executed algorithmically. The firm's mandate focuses on absolute, uncorrelated returns rather than benchmark-relative performance.
Who is the founder or lead manager at Viable?
Specific principal details for Viable are not widely disclosed in the public domain. The firm maintains a founder-led oversight structure common among boutique quantitative managers. The research and trading functions are centralized in its Wayne, Pennsylvania headquarters, where the core investment team operates.
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