I help financial advisors take emotion out of the portfolio, with systematic strategies built to manage the downside first so client wealth can keep compounding.
Investors trail the very funds they own, and it isn't because of bad products. It's fear, greed and "just hold on." Every other industry has used technology to take human error out of the equation. Financial services still runs on gut calls.
You don't need another opinion on the market. You need a process that holds when everyone else panics.
Smart people make emotional decisions with money. A system doesn't.
Protecting capital in the drawdowns is the foundation of long-term compounding, not an afterthought.
Signal processing borrowed from telecom and defense reads market regimes in real time, so portfolios adapt as conditions change.
When risk is high across the board, the strategy can step fully aside. Most strategies can't.
I was 23 at Merrill Lynch, with a desk, a paycheck and a ceiling I could see from my chair. I walked, borrowed the money to buy a 110-year-old insurance business, modernized it and sold it ten years later.
As an advisor, my clients wanted growth and protection. Nothing on the market gave them both. So I wrote the rules myself, ran them in real client accounts for six years, and then listed them on the New York Stock Exchange. When no software could run a modern advisory firm, I built that too.
Systematic model portfolios and actively managed ETFs, built to manage risk and deliver more consistent client outcomes.
Explore THOR →Your five logins become one system. Trading, billing and reporting off your desk, at the custodian you already use.
See UX Wealth →Straight talk on markets, risk and building a firm, from someone who has bought, built and sold one.
Book Brad →Keynotes, panels and moderated sessions for advisors, investors and the ETF industry. Real numbers, no fluff.
The behavior gap: the small mistakes that cost investors more than any market crash.
How systematic process removes fear and greed from portfolio decisions.
Applying signal processing to spot regime changes before they show up in the headlines.
Lessons from modernizing and exiting a 110-year-old business.
Breaking down markets, ETFs and risk for Schwab Network, Fintech TV, InvestmentNews and the NYSE.
Conversations with the people building today's most innovative ETFs. Strategy, structure, and the stories behind each fund. 110+ episodes on ETF.com.
Why your investment returns stink, and what to do about it. The investment industry wants you to believe success is complicated. It isn't. Twelve short chapters on the small, innocent-looking mistakes that compound into massive wealth destruction.
Positioning updates, risk signals and my view on what matters, every weekday before the open. No fluff, no sales pitch. Just signal.
Whether you're an advisor rethinking how you manage risk, a host looking for a guest with real numbers, or an event that wants a straight-talking voice on markets, I'd like to hear from you.