WHO ARE WE
We are a group of investment and technology professionals who believe that growing your wealth should not come at the expense of your values and intentions. With 50+ years of finance and technology experience, we work hard every day to deliver scalable, personalized investment solutions investors and their investment advisers. We are fluent in risk modeling, portfolio optimization, factor tilts and smart beta, and Environmental, Social, and Governance scoring. Collectively, we have built investment platforms that are used to manage trillions of dollars of institutional portfolios, pioneered tax-optimal, socially responsible portfolios, managed Exchange Traded Funds (ETFs), and evaluated and recommended professional fund managers. Our former employers include: Aperio, Apple Computer, Barra, Blackrock Solutions, Callan Associates, Honeywell, MSCI, and Wells Fargo.