AI Portfolio Analytics
Our flagship analytics service transforms raw holdings data into actionable intelligence. Using machine learning models trained on decades of market history, we surface factor exposures, hidden correlations, and scenario vulnerabilities that traditional spreadsheets miss — then our advisors translate findings into plain-language recommendations.
What you receive
- Factor Exposure Report — Decompose your portfolio across equity factors (value, momentum, quality, size), fixed income duration/credit, and alternative exposures.
- Stress Test Scenarios — Model portfolio behavior under historical crises (2008, 2020, 2022 rate shock) and forward-looking hypothetical shocks.
- Drift Monitoring — Automated alerts when allocations deviate beyond your defined tolerance bands.
- Rebalancing Recommendations — Tax-aware suggestions ranked by expected risk reduction per unit of turnover.
Who it's for
Ideal for high-net-worth individuals with $250K+ in investable assets, family offices managing multiple accounts, and small institutional allocators who need institutional-grade analytics without building an in-house quant team.
Engagement structure
Most clients begin with a one-time diagnostic ($3,500–$5,000 depending on portfolio complexity), followed by optional quarterly monitoring subscriptions starting at $1,200/quarter. Since our founding in May 2026, we have completed two full diagnostic engagements and have two additional diagnostics in progress.