OUR MISSION

Simple. We believe each client deserves the best modern finance can deliver, at a fair price . To that end, Just Invest delivers personalized investment solutions that reflect the values and goals of each client in a transparent manner.

We empower everyone to invest with intention.

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.

Alan Cummings

CHIEF TECHNOLOGY OFFICER

Sherwood Yuen

HEAD OF PARTNERSHIPS

Vijay Rao

CHIEF INVESTMENT OFFICER

Jonathan Hudacko

CEO

READY TO TALK?

Contact us