Mosaic Theory
[ The Full Picture of Smart Investing ]
Mosaic Theory connects the dots with expert-picked stocks and crypto, crafting a strategy that’s as dynamic as the markets.
Our curated portfolios—from Balanced and Income to Crypto and more—are designed to give you the strategic edge in today’s dynamic markets.
Mosaic Theory
  • 5+

    years of INDEX OUTPERFORMance
  • 6

    DISTINCT investment portfolios
  • 28%

    average annual return
Who we are
At Mosaic Theory, we blend deep market research, quantitative analysis, and years of experience across traditional finance and crypto to uncover high-conviction investment opportunities. Our team brings together expertise in portfolio management, financial analysis, algorithmic trading, and tokenomics to help investors navigate the complexities of stock and crypto markets with precision and insight.
Our founders
Mark is an experienced portfolio manager and investment advisor who has spent his career managing wealth for high-net-worth individuals. He has developed and executed investment strategies across equities, fixed income, and alternative assets. Previously, he managed corporate treasury investments and advised on tokenomics and blockchain financial structures. Earlier in his career, he worked as a quantitative analyst and trading software engineer, building systematic models for risk management and alpha generation. His expertise bridges both traditional and quantitative asset selection methods, allowing for a unique, data-driven approach to investment strategy.
Stock Market Strategist
Mark Varin, CFA
Alex is a crypto portfolio manager specializing in structured investment strategies for high-net-worth clients. Over the years, he has honed sophisticated algorithmic trading models tailored for the crypto markets while also actively contributing to the industry's broader knowledge base. Alex has written extensively on tokenomics, conducted rigorous tokenomics audits, and presented his insights at leading blockchain conferences. His work in indexing blockchain data further underscores his deep understanding of market dynamics, liquidity structures, and risk factors—enabling him to identify asymmetric opportunities and optimize portfolio performance.
Crypto Strategist
Alex Rom
What we offer
Available on the website, via e-mail or telegram
Weekly market roundup
Access to Balanced Portfolio
2 investment ideas per month
Our educational and market commentary posts
Free
Access to all of Mosaic Theory’s portfolios
2 investment ideas per week
Full access to our post archive
Full access to all of our publications
Premium
Join for $49.95/month
$499.50/year
Portfolios
Sample Articles
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By joining our waitlist, you’ll get:
Early Access: Be first in line for our fully integrated platform.
2 Months Free Premium: Experience the full power of Mosaic Theory without any cost for the first two months.
Exclusive Insights: Gain access to market commentary, in-depth analysis, and investment ideas that help you stay ahead.
Forge Your Path to Financial Mastery