Manager/Sub-Advisor
You can appoint us as the manager to account through a separately managed account(SMA) . We are approved on the following platforms:
- - TD Ameritrade
- - Fidelity
- - Schwab
- - Pershing
We are unique asset manager focused on quantitative algorithms and dedicated to providing flexible solutions to RIAs, Family Offices, and other institutional investors. Our goal is to provide you with a risk-based investment solution that reduces your client's fears and improves your portfolio results. We try to set ourselves apart from other investment managers by being as flexible as possible with our solutions. We want to fit into your business model and not force you to adapt to ours. As a result, there are a variety of different ways you can work with us.
You can appoint us as the manager to account through a separately managed account(SMA) . We are approved on the following platforms:
Our strategies can be accessed directly through:
We understand that investors have become fee sensitive. As a result, we have very flexible management and performance fee structures to limit the overall fee impact on the end client.