Be Truly Independent.


Enter the 21st Century of Active Management.

The Machine® is the first commercially available financial software that allows you to build and actively manage customized, quantified portfolios of equities and ETFs.

The Machine allows investment advisors to build portfolios using the power of a decade of hard data – millions of quantified trades and quantified market behavior. Thousands of strategies have been quantified, backtested, and statistically validated. With The Machine you can create portfolios based on data.

  • No more ‘buy and hold.’
  • No more emotions.
  • No more dependence on other people’s opinions.

Click here to sign up today for a free online webinar.

A Wall Street insider recently had this to say, “The Machine is a proprietary hedge fund tool that happens to not be proprietary.” But the most amazing aspect of The Machine for many investment advisors is how easy it is to use.
“A 5th grader could build portfolios with this” said one advisor.

Darrell Kay of Kay Investments had this to say about The Machine:

“I’ve been an RIA for over 10 years and The Machine is the best resource I’ve found to help me improve my performance and increase my assets under management. The use of statistically validated portfolios with perfectly defined entry and exit points has allowed me to put structure around my practice.”

With The Machine you can create customized portfolios of stocks and ETFs for your clients drawing from thousands of quantified, statistically valid strategies. These portfolios can produce positive returns in any market environment while reducing draw-downs to a fraction of those seen by the benchmarks and mutual funds.

Build a sustainable business around an automated business process. And best of all, you can use The Machine to differentiate your practice.

  • Increase the value of your business
  • Achieve low draw-downs and consistent returns in bull or bear markets
  • Eliminate subjectivity and emotion from investment decisions
  • Beat the performance of both ‘buy & hold’ and the managed products
  • Save valuable time

Click here to sign up today for a free online webinar.

Screenshots of The Machine