Overview

Our firm is a small quantitative RIA seeking a partner/catalyst to capitalize on the largest inefficiency in the history of the $200 trillion global public securities market, the $1 trillion in annual needless expenses (at least $400 billion in the U.S.).

Highly disruptive, computerized processes were developed to minimize the two major obstacles to successful investing, subjectivity and high/unnecessary fees. This strategy applies well to both the active and passive segments, and the firm has a broad array of products with outstanding track records (which are GIPS® compliant and independently verified). Overviews of the opportunities in the high net worth (including trusts-estates), non-profit, and institutional segments are available.

Potential partners must be willing to place the interest of clients first and have a long-term perspective. Under these circumstances, the financial and non-financial rewards should be enormous.

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within 3 months

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