A complete list of active advisors currently associated with ScionAI

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

ScionAI serves a mix of individual retail investors, private funds, and business entities including pension plans and corporations, offering discretionary portfolio management invested in proprietary equity portfolios, private-fund stock selection advice, hourly consulting, and educational seminars or workshops. The firm also makes market-timing services available as part of its suite of advisory offerings. Investment decisions are driven by quantitative algorithms and a focus on financial quality and growth potential, with active monitoring and the ability to customize or restrict holdings to align with each client’s objectives. The adviser provides quarterly stock-selection recommendations to unaffiliated private funds and uses order aggregation and pro-rata allocation practices to address potential conflicts in simultaneous trading across accounts. Noteworthy differences from many peers include the use of performance-based compensation for eligible clients with a high-water-mark mechanism, the explicit offering of market-timing services and educational workshops, and the firm’s advisory role to private funds in addition to retail clients. The principal’s advanced technical background and prior data‑science experience support a data-driven investment approach that underlies the firm’s proprietary models.

To learn more about the advisors currently working at ScionAI, 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.