We've narrowed down a universe of 9,000 stocks to 500 using our Stock Selection Algorithm. We aim to redefine the standard for modern investors and take the guesswork out of investing.
$100M+
We’re not just investors - we’re innovators. Think of us as your data-driven partner in achieving financial freedom, tailored for tech-savvy professionals like you.
Our clients are busy competing in demanding and rewarding careers. You've got many competing priorities to balance, but we can help with the financial piece. We build and manage bespoke plans around your life. You know planning for the future is important. We provide innovative, modern and effective financial solutions. Our scientific approach to investing improves outcomes and evolves as the market does.
We started our journey in the tech industry and developed a deep passion for financial advising along the way. Our team is composed of experts in mathematics, engineering, statistics, and physics. By combining these two worlds, we’ve built a company dedicated to providing innovative solutions to serve you better. We’re changing the way the world invests - starting with you. It's time to elevate your financial future with intelligence on your side.
Our portfolios are carefully designed to deliver equity-like returns with the stability and low risk typically associated with bonds. This thoughtful balance provides our clients with a high level of confidence in achieving their financial goals.
Equity-Like Returns
Bond-Like Risk
High level of Client Confidence
Our investment strategies aren’t guesses - they’re grounded in proven, science-backed models. Our algorithms analyze millions of data points to pinpoint opportunities that others miss.
Precision Decision-Making
Enhanced Risk Management
Strategic Diversification
Beyond the numbers, our advisors craft strategies designed around your goals. Whether it’s early retirement, starting a passion project, or securing your family’s future, we’ll help you get there.
Wealth Planning
Portfolio Strategy
Retirement
Over 100 individual clients have entrusted us with their investment portfolios.
Our dedication to excellence has resulted a client retention rate over 95%.
We have managed our clients portfolios for over 10 years
We manage over $60M in assets for our clients.
We tailer your investment portfolio to
your risk tolerance, goals, and timeline.
Growth
We know how hard you worked to get where you are, let’s make sure your family can benefit for decades to come. Make smart moves that build generational wealth and avoid the pitfalls that destroy it.
Your wealth should work as hard as you do.
Ready to see what’s possible when you pair smart investing with advanced technology?
