The Way Money Should be Managed

Automate your investing using our proven, rules-based, risk-managed strategies.

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Work With Us

We have partnered with Rowe Wealth Management* to provide professionally managed accounts for active, long-term investors.

 

100% Rules-based strategies

Automatic Downside Protection

Commission Free & Fractional Share Investing

Personal App

The Solution For Busy Investors

Easy to Get Started

Establishing your account takes just a few minutes and can be done online.

Step 1

Download the App

You will want to keep track of your money.  There is an app for that. 

Step 2

Stay on Track 

Our algorithms automatically adjust your portfolio to keep you on track and to minimize downside risks.

Step 3

Our Mandate:

We aim to grow your capital over the long term by following our time-tested investment philosophy of actively investing in the strongest sectors and asset classes while avoiding the worst.  

We believe above all else, that downside risk must be managed and kept as small as possible.   

Annualized Returns & Maximum Drawdown Since Inceptions

Cornerstone  7.66% -4.50%
Balanced 14.69% -11.68%
Focus Four 11.76% -7.44%
Keystone Global Tactical 10.82% -8.98%
S&P 500 10.60% 55.20%
Aggregate Bond  3.90%  12.80%

*About our Partners

Rowe Wealth Advisors is a registered investment advisor specializing in systematic, rules-based investment strategies.

Altruist is an award-winning financial technology platform backed by some of the countries top investors including Venrock, Vanguard, and Insight Partners.

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