Portfolios Powered by Machine Learning
Connor applies proprietary quantitative portfolio construction, enhanced by machine learning, to deliver disciplined, rules-based portfolio management.
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SMARTER PORTFOLIO CONSTRUCTION
Built to help you achieve your investing goals.
A Data-Driven Investment Process
Structured for Disciplined, Long-Term Investing.
1,000+ ETFs Evaluated
Connor screens a broad universe of exchange-traded funds using proprietary quantitative metrics, including measures of up-market and down-market participation across cycles.
Diversification by Design
Allocations are structured to limit excessive concentration, with correlation and covariance considered as part of a disciplined, quantitative portfolio construction process.
Built for Compounding
Portfolio construction evaluates drawdown behavior and sequence-of-return dynamics within a structured, rules-based investment framework designed for long-term discipline.
TAX AWARE TRANSITIONS
Stretch your money further.
Our Services
Construction-Focused Engineering
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Past performance is not indicative of future results. This is not an offer to buy or sell any security. No security or strategy, including those referred to directly or indirectly, is suitable for all accounts or profitable all the time. This information is compiled from sources believed to be reliable, but accuracy cannot be guaranteed.
Please note that consideration for these awards is not a guarantee of future performance. WBI Investments LLC and CyborgTech LLC submitted applications to each organization for review. WBI Investments LLC and CyborgTech LLC did not directly or indirectly compensate Fintech Breakthrough Awards for any rankings and/or awards. The awards programs are conducted on an annual basis. The companies received the Fintech Breakthrough Award in March 2021, March 2022, March 2023, March 2024, and March 2025. For more information on the award categories and criteria, visit FinTech Breakthrough.
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