Maximize Returns, Minimize Risk
Take Control of Your Financial Future and Start
Making Better Investment Decisions Today
Why Should You Choose Us ?
Innovative AI Technology
Maintain Control
You self-manage our recommended portfolios using modern online brokerage tools
Financial Knowledge
Exclusive learning resources to boost your financial acumen
How Can We Help You?
We enable our customers to invest in scientifically engineered portfolios that are designed to meet key performance goals. Whether you are investing funds from individual or rollover retirement accounts, we help you make smarter decisions.
What is the AI Investor 360 Differentiator? Our Technology!
Our proprietary software builds portfolios using the following 3-step process:
- Gather Financial Statement and Stock Price Performance data on over 6000 stocks
- Apply a 360-degree screening to remove stocks with a history of poor financial or stock price performance
- Run our AI optimization algorithms to find the right mix of stocks and their associated portfolio weights that maximize return-to-risk portfolio metrics
Steps 2 and 3 are tailored to the specific investment objectives of the portfolio being constructed. For example, when building a dividend-seeking portfolio, step 2 applies additional screening checks to make sure that each stock being considered has a reliable dividend payout history and has strong financials to meet future dividend payouts.
How Exactly Do You Work With Customers?
We believe in keeping things personable and straightforward. We provide you direct access to the stock portfolios created by our software, allowing you to manage your investments with complete transparency. Our mission is to work with customers to take the guesswork out of investing, making it easier for you to achieve your financial goals.
Cutting-edge software that optimizes your investment returns