top of page
Investment Technology
Our comprehensive process provides a unique and effective approach to managing investments. The investment process for each strategy is well defined and the day-to-day execution is carried out by our proprietary investment technology.
Styles of Proprietary Investment Tech
Power Factor
Quantitative fundamental analysis and with a quarterly rebalance
Machine Optimized
Quantitatively screens managers and builds portfolios to a loss or return target
Cash Hedged
Daily quantitative fundamental analysis with systematic cash hedging to reduce loss
Direct Indexing
Gain exposure to popular segments of the market
Trend Switch
AI-powered equity and bond models signal risk on or risk off
Custom
Pick the investment tech style(s) to you would like employ to craft a unique strategy
bottom of page