Built to Decode the Market
Designed to Grow Your Wealth
Proprietary AI-driven strategies transform market complexity into clear, data-backed investment decisions—engineered for performance, protection, and global scalability.
AI-Driven Equities Portfolio
Whether markets are rising or falling, our AI-driven strategies dynamically adapt to changing conditions—allocating your capital with mathematical precision. No predictions. No guesswork. Just engineered performance.
Adaptive Strategy Engine
Backed by proprietary AI that rotates exposure between growth and defensive assets based on market cycle dynamics.
Real-Time Rebalancing
Portfolios evolve automatically—optimized monthly with zero manual intervention required.
Quant-Based Optimization
Reduce frictional costs and unlock global tax efficiency through algorithmic structuring.
Personalized to Your Profile
Select the portfolio for your risk tolerance, customized across select high-conviction assets.
AI-Driven Fixed-Income Portfolio
Access the kind of fixed-income opportunities once reserved for large institutions. Our AI-structured ladder offers direct exposure to rated AAA by S&P bonds —engineered for tax efficiency, capital preservation, and real yield in today’s market.
Built Like a Desk Portfolio
We structure your bond exposure using institutional allocation logic, optimizing maturity and reinvestment timing for yield capture and improving real returns without added risk
Pro Rata Interest Accrual: Daily Yield, Monthly Liquidity
Pro rata interest appropriation, allowing you to recognize accrued interest daily.
This structure distributes annual yield into monthly liquidity events, delivering a consistent cash flow profile and enhancing immediate portfolio flexibility.
AAA-Rated Exposure
Invest with confidence in securities backed carrying the highest possible ratings from all major agencies.
Withdraw funds any time—no penalties, no lockups. Just intelligent, liquid yield.
For Global Investors
Discover a Better Way to Invest
Our AI-driven Investment Solution empowers global investors, replacing unreliable market speculation with data-backed, systematic intelligence for superior decision-making.
Wealth Expansion: Leverage AI’s predictive power to identify high-growth opportunities, accelerating wealth accumulation and preservation.
Intelligent Investment Management: Our systematic approach adapts to market conditions, reducing risks associated with volatility.
Secure Control Over Your Investments: Our platform allows you to integrate our AI-driven investment strategies directly into a personal account, reducing external risks.
Full Transparency:
Radical transparency is at our core. Monitor all transactions and performance metrics through your account interface. This means your funds remain under your control at all times,
Immediate Access:
Retain the ability to access or withdraw your funds without third-party approvals.
How It Works
We didn't reinvent the wheel, just Investment Portfolio Construction and Management
Traditional portfolio strategies are outdated. We leverage AI-driven intelligence to create adaptive, high-performance portfolios designed for today’s investors and financial professionals.
01
Select a Portfolio
Our AI-powered strategies are engineered by quantitative research and portfolio specialists—not influencers or anonymous traders. Every model is backtested, cycle-aware, and performance-driven. Choose the strategy that fits your risk tolerance and goals.
02
We Open a Dedicated Account in Your Name
Your assets remain securely under your control in a regulated bank account in your name. Zurique Capital simplifies onboarding, and our algorithm executes transparent, secure strategies directly through our platform in your account for a flat fee.
03
Monitor your Wealth
No black boxes. No quarterly surprises. Our strategies execute transparently within your account through our platform, with full visibility into positions, performance, and risk exposure. Transparency isn’t a feature; it’s the foundation.
04
Add or Withdraw Funds Anytime (D+7 Settlement)
Invest on your schedule. Contributions and withdrawals can be requested at any time, with settlement typically completed within up to 7 business days. Full flexibility—no lockups, penalties, or unnecessary bureaucracy.
Money stays in your
bank account at all times.
Start and stop
at any time.
We and our Partner Institutions are a U.S.-regulated
companies.
DAN CASTRO
CEO | FOUNDER
Investment Management Specialist at
University of Geneva/Switzerland
I work to exponentially expand human wealth solving the market powered with AI.
11 years guiding Global Investors, Hedge Funds, Advisors, Family Offices and Financial Educators in 66 countries.
Founder of Zurique Capital Research
+ Systematic Market Cycle investing with Trend Following overlay;
+ Finance/Engineering background
Human Insights. Powered by AI.
Real investors. Real results.
Zurique Capital blends algorithmic precision with the experience and judgment of real portfolio engineers. Here's what our clients are saying:
Clients Map
Is Zurique Capital Private Wealth Management Right for You?
(It totally is.)
Multi-Market Strategy Execution
Our algorithms operate across equities, fixed income, commodities, strategically selected based on market phase, volatility, and expected return.
Each asset is vetted by our quant engine to serve a clear purpose in your portfolio.
Performance-Driven, Not Commission-Tied
Unlike hedge funds that charge performance fees, we don’t take a cut of your returns.
Access our institutional-grade strategies through transparent, fixed pricing—designed to align with your goals, not our incentives.
Your Capital. Your Control.
You don’t send funds to a third party. Your account is opened in your name, and assets remain fully under your custody. No redemption requests, no delays—because
your money never leaves your hands.
Start with $30K+
Our strategies are accessible to investors starting at
$30,000, Whether you seek capital preservation or long-term alpha, there’s a structured path to grow from here.
Full Transparency
We show you daily performance, current positioning, and historical results of every strategy we manage.
Our edge is measurable, testable, and fully visible—no guesswork, no black box.
On-Demand Activation
Activate your portfolio when ready. Pause, modify, or rebalance based on your evolving strategy or liquidity needs. It’s your capital, your timing—powered by our AI.
Your Wealth Journey
Begins Here
FAQs
What kind of returns can I expect with Zurique Capital?
Past returns don't guarantee future returns. In the last 11 years, for our AI-Driven Equities Portfolio, the lowest compounded return over a 5-year period was 140.58% (2014 to 2018), and the highest return over a 5-year period was 656.2% (2017 to 2021). In comparison, the S&P 500 returns for the same periods were 35.72% and 112.75%, respectively.
What are the costs of investing with Zurique Capital?
Unlike hedge funds that charge performance fees, we don’t take a cut of your returns.
Access our institutional-grade strategies through transparent, fixed pricing—designed to align with your goals, not our incentives.
The cost structure depends on the type of service you choose. For more details, please submit your application to discuss a personalized plan that suits your needs.
How can I track my investment with you?
We offer our clients access to detailed individual platform and the ability to track the performance of their investments directly.
Can Clients withdraw my investments at any time?
Yes, you have the flexibility to withdraw your investments at any time.
While withdrawals are generally settled within up to 7 business days, processing times may vary depending on the country or transaction size. It’s important to note that our strategy is designed for long-term growth. Withdrawing during periods of unfavorable market conditions may affect your overall returns. Our team is always available to provide personalized guidance on the most strategic times to adjust your portfolio, helping you make informed and confident decisions.
Is my invested capital protected
Yes, your invested capital is protected through Mercury Banking services, which extends insurance coverage up to U$10 million — well beyond the standard $250,000 /$500,000 per bank/clearing limit. This protection is achieved by distributing your deposits across a network of 20 partner banks/clearings, ensuring that your capital is safeguarded against potential failures at any one institution.
What is the recommended investment timeline with Zurique Capital?
Our services are designed for investors seeking long-term growth. is optimized to outperform the market over economic cycles, meaning we recommend a 5 to 15 investment horizon to maximize returns.
What is the minimum amount required to invest with Zurique Capital?
The minimum investment amount will be discussed during the initial consultation, as we offer tailored solutions based on each client’s needs from U$ 30,000.
Does Zurique Capital provide ongoing client support?
Yes, our team is available to provide ongoing support to our clients. Whether through regular updates on portfolio performance or individual consultations, we ensure that you are always informed and comfortable with your investment decisions.
Does Zurique Capital offer personalized consulting?
Yes, in addition to our portfolio management services and detailed reports, we offer personalized consulting to help clients define investment strategies that align with their specific financial goals. We can create tailored investment plans based on your individual needs.
Can I speak to someone from the team to ask more questions?
Yes! We would be happy to schedule a conversation to discuss your questions and how we can help you reach your investment goals. You can contact us directly through the website to arrange a meeting.
How can I start investing with Zurique Capital?
To get started, you can contact by submiting your application through our website. We will discuss your investment goals, risk profile, and which of our services best meets your needs. After that, we will guide you.
What is Zurique Capital, and how can it help me invest?
Zurique Capital Research is an investment management company specializing in offering proprietary strategies that combine market cycle analysis with artificial intelligence models. Our approach aims to protect and grow investors' wealth by using a combination of rigorous risk management and data-driven investment decisions.
What sets Zurique Capital apart from other investment firms?
As a boutique investment firm, we specialize in providing individually tailored solutions that align with each client's unique financial goals. We pride ourselves on radical transparency and independence of analysis, enabling us to offer customized, high-quality service free from external noise or conflicts of interest.
What is Zurique Capital’s investment strategy?
Our strategy uses artificial intelligence to identify assets with potential for growth or protection, depending on the market cycle. By applying a combination of algorithms, trend analysis, and dynamic diversification, we aim to maximize gains and minimize losses.
How do you make investment decisions?
We use a data-driven approach powered by AI algorithms, which considers market cycles and trends. Decisions are made without emotional influence, and our analysis is completely independent of market news or sentiment, ensuring objectivity.
Why trust Zurique Capital?
Zurique Capital is built on a foundation of transparency, data-driven insights, cutting-edge technology, and a strong commitment to risk management. Our proprietary strategies are supported by a proven track record of outperforming the market over the past three years. By leveraging machine learning, neural networks, and advanced AI models, we ensure that each investment decision is based on robust analysis rather than speculation, enabling us to maximize potential returns while minimizing risks. Additionally, our transparent approach and global perspective provide investors with confidence and clarity in navigating complex markets.
How do you manage market risks?
Our strategy incorporates rigorous risk management, constantly adjusting the portfolio based on market conditions. Our strategy is designed to adapt quickly to changes, minimizing potential losses and optimizing asset allocation to mitigate risks.
What assets make up the Zurique Capital's Portfolio?
Our portfolios are composed of assets selected based on market cycles and trends identified by our artificial intelligence algorithm. These assets can vary between ETFs and Bonds. However, specific asset details are shared exclusively with our clients.
What types of investors can benefit from Zurique Capital’s services?
Our services are designed for high-net-worth investors, finance professionals, family offices, and anyone looking to grow their wealth with transparency and risk control. If you’re seeking an AI-driven portfolio aiming for above-average returns and safety, we can help.
How does Zurique Capital protect my data and personal information?
At Zurique Capital, each client is provided with a personal platform that offers secure access to their investment data. We take data security very seriously, using state-of-the-art encryption technology to protect your personal and financial information. Additionally, we strictly adhere to data protection regulations, ensuring your information remains confidential and secure at all times.
How does Zurique Capital handle periods of market volatility?
Our algorithm is designed to dynamically adjust the portfolio during periods of high volatility. We use hedging and diversification strategies to minimize risks and protect clients' capital. Additionally, during these periods, we prioritize defensive assets to help preserve the portfolio's value.
Does Zurique Capital have experience with international investors?
Yes, we have clients in over 66 countries, and our global approach allows us to serve investors with different profiles and needs. Our analysis considers global macroeconomic trends and investment opportunities in various international markets.
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