The system evaluates multiple data points — such as market behavior, volatility measures, sector dynamics, and risk parameters — to determine when adjustments may be appropriate. Each step operates within a framework established during your onboarding, ensuring alignment with your selected risk profile and long-term financial objectives.
The system evaluates multiple data points — such as market behavior, volatility measures, sector dynamics, and risk parameters — to determine when adjustments may be appropriate. Each step operates within a framework established during your onboarding, ensuring alignment with your selected risk profile and long-term financial objectives.
Human oversight remains central. Our team reviews the algorithmic outputs, monitors data inputs, and ensures that all decisions remain consistent with our fiduciary obligations. The result is a structured approach where technology enhances discipline, while experienced professionals provide supervision and context.
This combination creates a reliable decision framework that reduces emotional biases, supports procedural integrity, and helps maintain a coherent investment strategy over time.
Common questions on financial planning and investing
We are an SEC-registered investment adviser that provides discretionary investment management services exclusively through our digital platform.
We use proprietary algorithms to manage portfolios of U.S. equities for sophisticated, high-net-worth individuals.
1. You complete an online questionnaire to define your risk profile and investment goals.
2. Our algorithm creates a personalized investment strategy.
3. You fund your account, which is held in your name at our custodian, Interactive Brokers.
4. Our algorithms take over, making discretionary trades to execute and maintain your strategy. You can monitor everything through our platform.
Our advisory fee is a performance-based fee of 35% of net profits, calculated annually and upon withdrawal. We do not charge commissions, hidden fees, or asset-based fees.
Our interests are directly aligned with your success.
For complete details, please see our Form ADV Part 2A and Form CRS.
No. Client assets are held in segregated accounts in the client’s name at our qualified custodian, Interactive Brokers.
This provides an additional layer of security and separation.