Improve Performance & Increase Your AUM

 

Are you ready to enter the 21st century of investing? Do you want to deliver consistent returns to your clients? Separate yourself from the ‘buy and hold’ and mutual fund crowd with an easy-to-use approach to quantified active management.

 

With The Machine you can create customized portfolios for your clients drawing from thousands of quantified, statistically solid strategies for both equities and ETFs. These portfolios can produce positive returns in any market environment while reducing draw-downs to a fraction of those seen by the benchmarks and mutual funds.

 

And just as importantly, you can use The Machine as a marketing tool to differentiate your practice and increase assets under management (AUM). Create unique marketing collateral for your clients using their custom actively managed portfolio data.

 

Now you can build a sustainable, marketable business around an automated business process.

 

Increase Your Performance

  • Improve performance using quantified active management

    • - Eliminate subjectivity and emotion from investment decisions
    • - Customize portfolios for clients’ specific risk tolerances

  • No more ‘buy & hold’ or ‘buy & hope’

    • - Beat the mutual funds and managed products without wasting time on research
    • - Create custom portfolios that produce positive returns every year with low draw-downs

  • New methods to increase returns and reduce draw-downs

    • - Use statistically valid, quantified strategies to construct out-performing portfolios
    • - Combine active equity and ETF strategies, and trend following and short term strategies; long only or long/short

Improve Your Marketing

  • Increase Assets under Management (AUM)

    • - Focus on marketing & sales by eliminating time wasted doing market research
    • - Create a sustainable, marketable business around an automated business process

  • Customize your marketing and sales

    • - Create customized marketing collateral with your clients’ portfolio historical results
    • - Show your clients >9 years of month-by-month simulated performance of the portfolio you create for them for truly customized marketing
    • - Show your clients how their custom portfolios performed during the 2002 and 2008 bear markets

  • Differentiate your practice

    • - Differentiate from the ‘buy & hold’ and mutual fund crowd
    • - Provide truly independent investment advice (not dependent on money managers, mutual fund managers, or advisory services)

 

Read Testimonials

 

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