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Invest with lower fees and higher returns

USING OUR STATE OF THE ART RESEARCH-BACKED STRATEGIES AND ALGORITHMS

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Our evidence-based approach and use of modern quantitative algorithm development techniques has allowed us to generate investment algorithms that outperform the market and other investment management solutions with lower fees.




My investment goal is $. I am starting with $. I will deposit $ per year.


Achieve your goal 7 years earlier with us compared to our top competitor. *

* Data gathered from 10 year backtest performance of TOP MATCH strategy below - US Equities with Loss Protection.

ABOUT OUR STRATEGIES

Investors have a range of investment beliefs and styles.
We offer three broad strategy categories to cater to these styles - passive, optimized, and algorithmic.

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INVESTMENT STYLE:

RISK TOLERANCE:

TOP MATCH


U.S. EQUITIES WITH LOSS PROTECTION

OPTIMIZED | MEDIUM RISK

Our allocation algorithms enable investors to invest in equities with the goal of achieving higher risk-adjusted returns and avoiding large drawdowns. Loss protection can be activated for certain allocation algorithms to reduce downside risk.


INVEST WITH THIS STRATEGY
SHARPE
RATIO

0.8

ANNUAL
RETURNS

6.67%

MAX
DRAWDOWN

-14.8%

SECOND MATCH


BETTERMENT 60|40

PASSIVE | MEDIUM RISK

Betterment is one of the world's largest robo-advising companies, with more than $8 billion under management. We offer all of Betterment's stock/bond portfolios asstrategies to clients.


INVEST WITH THIS STRATEGY
SHARPE
RATIO

0.46

ANNUAL
RETURNS

6.09%

MAX
DRAWDOWN

-44.7%

THIRD MATCH


GMA STRATEGIC

PASSIVE | MEDIUM RISK

Global Multi-Asset (GMA) Portfolios are highly diversified portfolios with holdings in most investable global asset classes, including significant international exposure. Strategic allocation consists of 60% equity exposure.


INVEST WITH THIS STRATEGY
SHARPE
RATIO

0.56

ANNUAL
RETURNS

5.26%

MAX
DRAWDOWN

-40.61%