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Karen L

Series 63

Cupertino, CA

The Tilted Funds Group, LLC

Karen Landry is a financial advisor with The Tilted Funds Group LLC, holding a Series 63 designation and bringing 34 years of industry experience. She has held roles including advisor at Benefunder, a platform supporting funders and entrepreneurs, and serves as Treasurer for the Club Place Lane Home Owners Association. The Tilted Funds Group LLC provides investment consulting and portfolio allocation guidance to individuals, trusts, institutions, charitable organizations, and corporations. The firm emphasizes a primarily non-discretionary advisory model, utilizing quantitative methods to optimize portfolios with a focus on risk control and reduced turnover.

Factor investing / smart beta
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Adam M

Series 63, Series 65

Cupertino, CA

The Tilted Funds Group, LLC

Adam Mcafee is a financial advisor at The Tilted Funds Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 registrations and has been involved with a variety of companies, including leadership roles at Aemetis, Inc., Nevo Energy, Inc., and Orchard Yield Funds LLC. His outside business activities include managing renewable fuels and dairy natural gas projects, utility-scale solar farm development, and agricultural ventures. The Tilted Funds Group, LLC provides investment consulting and portfolio allocation guidance to individuals, trusts, institutions, charitable organizations, and corporations. The firm emphasizes a primarily non-discretionary advisory model, uses quantitative methods for portfolio optimization focused on risk control and reduced turnover, and serves a client mix that does not mainly consist of high-net-worth individuals.

Factor investing / smart beta
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