Carlos Diez is a financial advisor at MarketGrader Capital, LLC with nine years of industry experience. He holds a Series 65 designation and has been with MarketGrader since 1999. MarketGrader Capital, LLC provides discretionary and non-discretionary investment management and sub-advisory services primarily to collective investment trusts, pooled vehicles, and institutional clients. The firm employs a research-driven, rules-based fundamentals scoring system for investment selection and portfolio construction, and it serves both as an active manager and an index publisher/licensor.

David Lucterhand is a financial advisor at MarketGrader Capital, LLC with 17 years of industry experience. He holds Series 63 and Series 65 registrations and has been with MarketGrader Capital since 2014. He is also involved with MarketGrader.com, where he has worked since 2010. MarketGrader Capital, LLC provides discretionary and non-discretionary investment management and sub-advisory services primarily to institutional clients, collective investment trusts, and pooled vehicles. The firm uses research and index methodologies from its affiliate MarketGrader.com to construct portfolios that replicate transparent, rules-based indexes and offers risk-managed index solutions with a tactical volatility overlay.