A complete list of active advisors currently associated with Algorithmic Investment Models
Warmer can help you find a great advisor at Algorithmic Investment Models or one who fits your needs even better.
Algorithmic Investment Models (AIM) provides quantitatively driven ETF strategies to financial professionals, institutions and individual clients, including high‑net‑worth investors. The firm delivers its strategies through separately managed accounts, UMAs, model delivery, sub‑advisory contracts, solicitor arrangements and as a participating manager on wrap/TAMP and model‑management platforms. AIM implements three rule‑based systems — Decathlon (machine‑learning/genetic programming pattern recognition), Paradigm (volatility‑aware factor allocations) and Sector Rotation (trend‑following, equal‑weight sector exposure) — and executes portfolios primarily with ETFs under daily oversight by an Investment Committee. The firm describes routine model optimization and backtesting, uses licensed research and technology from its holding company Algorithmic Research + Trading (ART), and applies trading controls such as drift limits to manage turnover and trading costs. Distinctive features in AIM’s brochure include its emphasis on serving other advisers and third‑party platforms rather than offering comprehensive financial planning, its participation as a wrap program sponsor, and the presentation of model results and backtested/hypothetical research as part of its offering. AIM is organized under an employee‑owned holding company, reports roughly $87.8 million in discretionary regulatory AUM while advising model assets in excess of $1.55 billion, and notes that its strategies and technology are licensed and adapted across sub‑advisory and platform relationships.
To learn more about the advisors currently working at Algorithmic Investment Models, 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.
Name |
Location |
Years of experience |
|---|---|---|
Wayne, NJ
| 21
| |
Vero Beach, FL
| 27
| |
Boston, MA
| 12
| |
Boston, MA
| 11
| |
Boston, MA
| 4
| |
Boston, MA
| 4
| |
Boston, MA
| 13
|
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