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Corey C

Series 65

West Palm Beach, FL

Boggess Asset Management

Corey Crawford is a financial advisor at Boggess Asset Management with two years of industry experience. He holds a Series 65 designation and has been affiliated with Alluvium House since 2016. Boggess Asset Management is a quantitative investment manager serving qualified investors, family offices, and charitable foundations with systematic, factor-based strategies that incorporate machine learning, AI-driven models, and fundamental valuation techniques. The firm offers discretionary portfolio management across multiple institutional-style funds and provides a unique Portfolio Analysis service billed on an hourly basis.

Factor investing / smart beta Active portfolio management Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Founder/Business Owner
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David B

Series 65

West Palm Beach, FL

Boggess Asset Management

David Boggess is a financial advisor at Boggess Asset Management with a Series 65 credential and three years of industry experience. He has worked at Boggess Asset Management since 2021 and previously at Boggess Advisory Group and Axos Technologies Inc. Boggess Asset Management is a quantitative investment manager serving qualified and accredited investors, family offices, and charitable foundations. The firm employs systematic, factor-based strategies that integrate machine learning and fundamental valuation techniques across multiple institutional-style funds.

Factor investing / smart beta Active portfolio management Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Founder/Business Owner
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