AI DRIVEN

AI Driven

A dynamic investment methodology driven by artificial intelligence brings in the critical element of discipline to the portfolio management process.

While having an experienced team of investment professionals“sanity checking” the modeling outcomes is critical, the amount of value that a human portfolio manager intervention in a long-term AI-driven investment strategy is, from our experience, is likely to cause a negative outcome vs the Model.

AI DRIVEN

PortfolioXpert

A differentiated approach with its ability to balance equity risk exposure in a dynamic environment.

Each position in the portfolio is managed on its own performance as entry and exit signal are issued based upon the level of risk or volatility it offers.

  • -Each Symbol is modeled individually.
  • -Adjust exposure and create a dynamic beta factor for upside capture and downside protection.
  • -Each position in the portfolio is managed on its own performance as entry and exit signal are issued based upon the level of risk or volatility it offers.

OUR MISSON

Control your alpha. Empower your clients.

Our mission is to provide fee-based money managers with a completely automated portfolio process capable of achieving both the managers and their clients financial goals this can be accomplished only through utilization of the adaptive quantitative strategy.

PortfolioXpert differs markedly from other systematic approaches currently used in the industry. The modeling process is attached to each individual symbol within a given portfolio.

  • -Adjusts the necessary mix of assets to diversify and provides enhanced risk-adjusted returns.
  • -A structured quantitative process strives to eliminate emotion from the markets.

PROCESS DRIVEN

Process Over
Attitude and Opinion.

Attitudes and Opinions keep you in the market when you should be out and out when you should be in.

This is what every investment manager seeks to deliver to his customer a risk-adjusted return that protects on the downside and participates on the upside delivering extreme value in the relationship.

  • -Participate.
  • -Protect.
  • -Grow.

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