The Machine Advisor
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(Outside the U.S. dial 973-494-7311 x1)
The Future of Investing
21st Century Investment Solutions for
Financial Advisors

Risk Management

The Machine Advisor is also a portfolio risk management decision support tool. The objective of The Machine Advisor is to provide absolute returns in any market environment without the use of leverage or derivatives.

Portfolio risk can potentially be mitigated through diversification, cash levels, position sizing, protective stops, portfolio hedging, and dynamic monitoring relative to historical performance statistics.

In addition to standard long-only portfolios, you can create your own customized long/short portfolios and market-neutral portfolios with a few clicks of their mouse (or on your iPad with a few swipes of your finger). Directional diversification (i.e. trading both long and short) has the potential to reduce portfolio volatility in adverse market environments.

One of the advantages of active management is that capital preservation can be accomplished by increasing cash levels as the market environment moves from bullish to bearish. The models in The Machine Advisor are designed to eliminate subjectivity from this activity.

Transparency & Liquidity

The Machine Advisor provides complete transparency of both individual account valuations and trades on a daily basis.

The models are designed to trade liquid U.S. equities (e.g. S&P 500 stocks) and ETFs. Thus, there are no early redemption fees and because you are managing the portfolios there are no lock-up periods as required by some asset managers.