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Our investment strategies and portfolios level the playing field with Wall Street by putting the power of award-winning, high-performance investment algorithms in your hands. Our True Sector Rotation algorithm owns the momentum leaders in bull markets, and our StormGuard algorithm invokes a Bear Market Strategy algorithm to protect and grow your assets during bear markets. We offer the following two levels of subscription services, and a 30-day free trial.
Wealth Manager Subscription:
You can select from among our readymade Prudent Portfolios, or create and edit portfolios of your own design. However, you can’t create or edit underlying strategies held by a portfolio. $299/mo.
Advanced Quant Subscription:
You can do everything the Wealth Manager can, plus import, edit or create strategies of your own in order to better address specific client needs, or test some of your own great ideas. $499/mo.