Coming Soon: A New Approach To Investment Advice At Scale
Who We Are
A group of investment, tax, and technology professionals who think you and your family deserve the best possible financial advice
We’re combining stochastic programming with our financial product expertise to build a better investment experience
How We’re Different
Advanced Investment Engine
Superior Economic Outcomes
Investors with long time horizons face risks that are different than shorter term ones. Treating investment as a multi step decision process allows us to take into account liquidity and reinvestment risk in a way traditional portfolio construction can’t
Debt and Liability Management
The optimal tradeoff between investing and paying down debt is a critically important question for individual investors. Our investment process allows us to parse the liquidity and tax considerations presented by debt management in the context of a broader portfolio
Broad Investable Universe
Insurance and Derivatives
Broad market index index funds are not always the best solution. Derivatives and insurance products offer an opportunity to manage risk, increase returns, and reduce taxes that are not available via traditional products
Non Financial Assets
Non financial assets like real estate are a significant fraction of household wealth. Our engine’s visibility into these sources of wealth allows better asset allocation and a more accurate assessment of risk tolerance