Vero Beach, FL Office

Algorithmic Investment Models (AIM) provides ETF-based portfolio management and model delivery to a mix of clients that includes investment advisers and broker-dealers, TAMPs/MMPs and wrap programs, institutional channels, and individual and high-net-worth clients. The firm offers its strategies in SMA, UMA, model manager and sub-advisory formats and also acts as a participating manager on multiple wrap fee programs.

AIM’s investment process is quantitative and technology-driven, combining machine learning and behavioral finance with daily oversight by an investment committee. Its three primary systems — Decathlon (genetic-programming/pattern recognition across a broad ETF pool), Paradigm (factor- and volatility-aware allocations), and Sector Rotation (trend-following equal-weight sector exposures) — are implemented primarily with ETFs and are supported by proprietary models licensed through its holding company.

Compared with many peers, AIM emphasizes platform distribution and model licensing: it lists unaffiliated RIAs and other advisers among its clients and reports substantially more assets under advisement than discretionary regulatory AUM (roughly $1.5 billion AUA versus about $90.9 million discretionary AUM). The firm’s brochure also discloses performance-related materials that include predecessor and hypothetical results, and AIM notes it does not provide standalone financial planning or tax services.