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


Pick the investment tech style(s) to you would like employ to craft a unique strategy


Like what you see? Get in touch to learn more.

  • Twitter
  • LinkedIn
  • Instagram

Like what you see? Get in touch to learn more. 

Thanks for submitting!

bottom of page