About Us

Agustin Leon, Founder & Behavioral CIO, Behavioral CIO

Most investment advisors manage other people’s money. I manage my own.

Since 2022, I’ve been financially independent—allocating capital, controlling drawdowns, and engineering portfolio systems without relying on any bank, brokerage, or institutional affiliation. Every strategy I develop and risk capital on is stress-tested on my own wealth first.

This isn’t a sales pitch. It’s a different business model entirely.

What a Behavioral CIO Actually Does

Behavioral CIO means I approach capital allocation the way a Chief Investment Officer does—systematically, strategically, with institutional rigor—but through the lens of behavioral finance and portfolio analytics. I design frameworks that account for the psychological forces that destroy wealth: panic selling, overconfidence, recency bias, narrative seduction.

My day-to-day work:

• Behavioral audits of decision-making processes
• Custom built Python software tools for hidden bias detection, portfolio dashboards, position sizing optimization, stock screening and rebalancing decisions
• Deep company analysis uncovering what earnings calls don’t say, e.g. economic moat analysis, emerging competition, hidden assets
• Drawdown control processes that preserve capital in stressed markets
• Portfolio architecture and rebalancing across equities, bonds, real assets and crypto.

This is what I do for myself. It’s what I help others implement.

Why Behavioral CIO Exists

Wall Street has an incentive problem. Most “advisors” are compensated to gather assets, sell products, or generate commissions. Their interests misalign with yours from day one.

Behavioral CIO operates differently. I don’t manage your assets. I don’t sell financial products. I don’t earn commissions. We provide mindset support, frameworks, tools, and behavioral change for high-net-worth individuals, families, and small institutions (e.g., trading desks, family offices, treasury departments). You keep control of your assets; we engineer decision infrastructure and tools to compound wealth safely—drawing from quant funds methodologies (e.g. AQR data and evidence-inspired), pension consultants’ oversight, and advisor breadth, but at lower cost to clients.

Who This Is For

Behavioral CIO serves

• HNW individuals/families with significant wealth needing institutional thinking, but wanting control.
• Retirees or investors with concentrated wealth holdings and seeking options for how to diversify and redeploy.
• Financial Advisors seeking an analytic and behavioral resource for clients that have underperformed consistently.
• Small institutions struggling to match benchmarks due to behavioral gaps or process inertia— endowments, family office, trading desks seeking affordable quant-behavioral edge.

Portfolio governance design, behavioral systems, trading diagnostics or decision-making architecture services may be of interest to all.

Investing Book (Coming Soon)

I’m currently completing a book that articulates the investment strategies I use to manage my own capital—behavioral frameworks, portfolio construction principles, and risk engineering techniques developed outside the constraints of rigid Wall Street groupthink.

The book exists for the same reason Behavioral CIO does: to share what actually works when your own capital is on the line.

Let’s Talk

If you’re managing private capital and want to explore how behavioral and analytic systems might strengthen your approach, please reach out.

No sales pitch. No asset gathering. Just a conversation for improved investment outcomes.

Contact: info@behavioralcio.com
Learn More: [Link to services/approach page]

Disclaimer: We are not financial advisors, therapists, or accountants. Services are educational/coaching only; consult professionals for advice.