A complete list of active advisors currently associated with Artificial Alpha Investments

Warmer can help you find a great advisor at Artificial Alpha Investments or one who fits your needs even better.

Artificial Alpha Investments provides discretionary portfolio management for individuals who maintain savings in tax-advantaged accounts, focusing its services on large-cap equity investments identified by a proprietary trading model. The firm gathers information on client holdings, objectives, financial condition, and risk tolerance before determining an allocation to its services and manages client assets on a discretionary basis with monthly reassessments. The firm’s approach is strictly quantitative: a monthly trading model ranks S&P 500 constituents using fundamental and technical indicators to target short-term mean reversion while aiming to replicate the S&P 500’s risk profile, which can produce concentrated positions and higher turnover. The brochure discloses that clients receive monthly performance reporting (monthly, year-to-date, and since inception) and the firm also presents performance results and predecessor performance in its materials. Compared with many peers, the firm operates with a very small asset base and a limited client roster and generally requires accounts of $100,000 or more in tax-advantaged vehicles, a practice that effectively excludes typical retail (non‑high‑net‑worth) individual investors. The brochure also notes that the firm’s principal maintains substantial outside employment—about 30 hours per week during market hours—and that the firm uses Charles Schwab as its exclusive custodian with fee withdrawals performed through the custodian.

To learn more about the advisors currently working at Artificial Alpha Investments, 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.