US
Strategy & Implementation
Roland Haverford
Roland Haverford is the founder of EraMix Financial Union and a long-term advocate of calm, rules-based quantitative investing. He is known for turning complex market behavior into clear, repeatable playbooks so that everyday investors can rely on structure, risk discipline, and diversified exposure instead of constant market drama.
Accessible Quant
Systematic Design
Risk Management
Investor Education
Approach
Haverford’s approach starts with measurable outcomes and works backward to rules, not forecasts. He favors simple, well-tested rule sets across stocks, futures, FX, and digital assets, combined with strict risk budgets and diversified exposure. The goal is a process that investors can understand, explain, and follow through full market cycles without burning out.
Opinion
- A Quantitative investing is not reserved for institutions; its core is clarity. If a rule can be written down, tested, and repeated, it can be taught to individual investors in practical form.
- B Automation does not remove control; it enforces it. Properly designed systems execute decisions that were already made thoughtfully, reducing emotional overrides when markets become noisy or uncomfortable.
- C Real edge comes from behavior as much as models. A modest but robust framework that investors can stick with for ten years often outperforms a fragile, high-intensity strategy that no one can follow consistently.
Profile
Portland-born and Business-Management trained, Roland Haverford founded EraMix Financial Union in 2011 and has since scaled systematic training programs that serve tens of thousands of practitioners worldwide.
“Process will outlast prediction; what you can execute calmly for a decade matters more than what you guess correctly this week.”
Career
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Early Business Exposure in Portland
Raised in a business-oriented family, Haverford learned early how cash flow, risk, and responsibility intersect, laying the groundwork for his later focus on measurable outcomes and disciplined execution.
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Business Management Degree
Formal studies in Business Management provided analytical tools for understanding organizations, market structure, and data-driven decision-making, reinforcing his preference for transparent, testable frameworks.
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Founding EraMix Financial Union (2011)
In 2011 he launched EraMix Financial Union, aiming to build a “lazy investor system” where rules and data carry the workload, allowing investors to pursue systematic strategies without constant screen-watching.
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Scaling Global Systematic Training
Over the following decade, he led programs that trained more than 50,000 participants, positioning EraMix as both a technology builder and a training ground for accessible, rules-based investing worldwide.
Focus
Discipline
Rules Before Risk
Markets
Stocks · Futures · FX
Investors
Everyday Practitioners
Outcomes
Calm, Long-Horizon Edge
Research
Behavioral Impact of Rule-Based Systems
Examines how pre-defined entry, exit, and sizing rules can reduce emotional trading, lower decision fatigue, and improve adherence to long-term plans, especially for non-institutional investors navigating volatile markets.
Multi-Asset Diversification Frameworks
Studies portfolio structures that blend equities, futures, FX, and selected digital assets, focusing on correlation behavior, risk budgeting, and how small, repeated edges can compound more reliably than concentrated bets.
Practical Curriculum Design for Quant
Investigates how educational programs can link theory, tools, and live practice, ensuring that every model or signal is paired with plain-language explanation and implementation guidelines for real portfolios.
Risk, Drawdowns & Investor Resilience
Focuses on frameworks for handling drawdowns, including position scaling, maximum loss thresholds, and review rituals that help investors stay engaged with systematic strategies without abandoning them at the worst possible moment.
