A complete list of active advisors currently associated with AI Investor 360

Warmer can help you find a great advisor at AI Investor 360 or one who fits your needs even better.

AI Investor 360 is a recently formed, state-registered investment manager that offers discretionary portfolio management and custom model construction services intended for pooled vehicles and institutional-type clients. In its initial Form ADV filing the firm reports no regulatory assets under management. The firm combines traditional investment analysis—asset allocation, fundamental and technical research, and long- and short-term trading—with established AI-based mathematical optimization to build portfolios targeted to specific goals such as low volatility, dividend income, or high growth. Its AI use is described narrowly as mean–variance/Sharpe-ratio optimization derived from classical Modern Portfolio Theory, and the firm states it applies diversification constraints to mitigate concentration risk from the optimizers. Notable operational characteristics for prospective counterparties include a single-principal ownership at start-up and an explicit policy not to accept performance-based fees, as well as a stated recommendation to use a particular custodian/brokerage platform that could affect trade execution. The brochure also discloses that personnel may trade in securities the firm recommends and that household accounts may be combined for fee-tier determination, items institutional clients may want to review in diligence.

To learn more about the advisors currently working at AI Investor 360, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.