FINIAT
Financial Intelligent Allocation Technology
Driving the Future of Finance by Simplifying Complex Investment Strategies
Our data analytics-driven solutions differentiate us from traditional investment management. We use proprietary signaling algorithms to make timely portfolio adjustments designed to mitigate risk and optimize long-term returns.
Our Investment Thesis
Portfolios Perform Based on What They Hold
Being invested in the right assets determines how a portfolio will return regardless of what other factors are being used to help make trading decisions.
“90% of an investment portfolio’s performance is directly linked to how its components are allocated.” ¹
¹ Gary P. Brinson, Brian D. Singer, and Gilbert L Beebower study pub. 1991
Algorithms remove the emotions to help drive returns and reduce volatility
Emotions are what make us human and strongly influence our decision-making. However, when stress increases our emotions, it can lead us to take irrational actions. History has shown that financial markets have a tendency to punish those who act on emotions. Math-based signals remove emotions and stress and maintain sound market principles even during market volatility.
Minimizing the cost of loss reduces portfolio recovery time
Large portfolio losses can be devastating to buy-and-hold investors who may not have the time or patience to withstand a long recovery time. According to a forty-year historical study by Craig L. Israelsen, Ph.D, “a portfolio invested completely in the S&P 500 Index that loses 50% has nearly a 0% chance of recovery within one or two years. In fact, there is only a 7.9% chance of recovery within three years, and a 36.1% chance of recovery within five years.” ²
² The Math of Gains and Losses. Sep 9, 2010 / By Craig L. Israelsen, PhD
See It At Work
Intelligent Allocation®
Mitigating downside risk. Capturing the upside.
Active Markets Require An Active Approach
Signals determine timely market rotation.
Our Solutions
FINIAT Direct
Customizable strategies and signal delivery are available for larger RIA’s and money managers. Using historic and current data, our algorithms overlay any portfolio to dynamically position assets, mitigating downside volatility and capturing upside potential.
The FINIAT platform reduces the complexities common with asset management and provides a robust dashboard to monitor allocations and performance.
SMA Solutions
Turnkey asset management offerings are customizable through our partnership with Roserock Investment Solutions. Roserock brings institutional-style portfolio management to non-affiliated RIAs and their clients.
TAMP Services
As signals are provided to shift investments based on market dynamics, actual trading must occur to take advantage of those signals. Through a partnership with 925 Advisory, we provide access to a real-time trading system.
Private Funds
Hedge fund capabilities are currently accessible through our partnership with Mercury Capital.
ALL RESULTS ARE HYPOTHETICAL & ARE NOT RECOMMENDATIONS ON WHICH SECURITIES TO PURCHASE. INVESTING ALWAYS CARRIES RISK THAT CAN CAUSE SIGNIFICANT LOSSES.
ALL RESULTS ARE HYPOTHETICAL & ARE NOT RECOMMENDATIONS ON WHICH SECURITIES TO PURCHASE. INVESTING ALWAYS CARRIES RISK THAT CAN CAUSE SIGNIFICANT LOSSES.
