About
Established by millennials for millennials
Financial services is dominated by institutions that exist to perpetuate the status quo. We exist to challenge the status quo.
Nearly every facet of modern day life has been disrupted by new technologies. Yet financial services are still dominated by large institutions using decades old technologies, methodologies, and systems architecture. Democratization of the financial system is happening now. We believe we should have a choice when it comes to investment management, trading systems, and portfolio construction. “Buy and Hold” is dead. The next generational wealth opportunity will come from dynamic adaptive asset allocation and tactical trading systems.
Let us guide your financial journey.
Joey
Mission
Design and democratize the next generation of trading tools and systems to build wealth for individual investors
Vision
Proprietary algorithmic trading systems and adaptive dynamic asset allocation were previously only available to wealthy individuals through hedge funds…we want to change that
Values
- Fully automated and backtested systems and portfolio construction methodology are the key to sticking to an investment strategy
- We create value by uniquely matching investors with strategies that match their needs
- Avoid status quo and constantly innovate