Headquartered in San Francisco, Merivox Asset Management Group Inc. is an independent investment advisory and asset management firm that combines technological innovation with global insight.
We provide high-net-worth individuals, family offices, and institutional investors with global asset allocation, quantitative strategy research, and cross-border advisory services, driving investment decisions through data and disciplined analysis.
At Merivox, we believe that true wealth creation is not about reckless pursuit of returns, but about understanding risk, identifying structural trends, and making rational decisions with consistency and foresight.
Our team consists of professionals from Wall Street and leading global investment institutions, utilizing advanced quantitative models and data analytics to uncover sustainable long-term opportunities.
Guided by our core philosophy — Technology for Trends, Value as Direction, and Risk under Control — we empower our clients to navigate economic cycles and achieve steady, compounding growth.
From traditional markets and private equity to digital assets and emerging industries, Merivox stands at the intersection of innovation and prudence.
Merivox Asset Management Group Inc. —
Where capital thinks smarter and value lasts longer.
Because we believe that rationality is the foundation upon which time creates value.
Rationality as the Anchor, Vision as the Compass.
David Collins — Co-Founder and Chief Investment Officer of Merivox Asset Management Group Inc., is a strategist who seamlessly merges macroeconomic insight with quantitative precision.
From Harvard to Stanford, from Wall Street to global markets, David brings over fifteen years of asset management expertise to build an investment framework grounded in data, discipline, and value creation.
He believes that while markets fluctuate, rational conviction endures.
Under his leadership, Merivox stands not only as a financial institution but as a thinker of capital and time — where stability meets innovation, and prudence drives progress.
David Collins — Investing with logic, leading with foresight.
Details Speak the Language of Trust.
Sophia Lee — Executive Assistant and Client Relations Manager at Merivox Asset Management Group Inc., is the bridge of communication and the guardian of client confidence.
A graduate of the National University of Singapore Business School, Sophia combines global perspective with financial acumen.
With her experience at J.P. Morgan Private Bank, she understands that in finance, true value lies not only in numbers, but in relationships built on trust and precision.
At Merivox, she is more than an assistant — she is the human connection between strategy and execution, between analysis and empathy.
Her professionalism brings structure; her sincerity builds loyalty.
Sophia Lee — Where reason meets warmth, and service becomes lasting value.
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