The Investment Lab, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm primarily develops and licenses model portfolios and provides investment management to affiliated accounts rather than maintaining a broad roster of retail clients. It offers two U.S.-equity model portfolios (growth and dividend) built with stocks and ETFs and licenses those models to a federally registered adviser for use with that adviser’s clients.
The Investment Lab’s process is rules‑based and centers on Relative Strength technical analysis, computerized charting, and complementary fundamental screening to identify sector/style leaders and select individual stocks and ETFs. Management of affiliate accounts is presently non‑discretionary, and the firm emphasizes in‑house research and data analytics when monitoring and adjusting the models.
Distinctive aspects include an explicit model‑licensing business to another registered adviser (NewSquare Capital) and principals who maintain dual affiliations with that licensee and with a software/data‑analytics provider — a configuration that is uncommon among investment managers. While the firm follows the common industry practice of being compensated on an AUM basis, its current structure of serving only affiliate accounts while distributing strategies through a third‑party licensee is atypical and positions its models to be implemented for high‑net‑worth clients through intermediaries.
Client services
Expertise
Fee options
1.75% per annum (175 basis points) for Investment Management clients; 0.50% per annum (50 basis points) for model portfolio licensing to NSC
Main office
Fort Washington PA
Advisors at this office
2
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Ryan K
CFA®, Series 66
Fort Washington, PA
The Investment Lab, LLC
Ryan Kirk is a CFA® charterholder and holds the Series 66 designation, with 17 years of experience in the financial industry. He is the principal of The Investment Lab, LLC in Fort Washington, PA, where he has worked since 2018. Kirk has prior experience with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He also maintains a role as an Investment Advisor Representative and Portfolio Manager at NewSquare Capital, LLC. The Investment Lab, LLC develops and licenses model portfolios focused on U.S. equities, offering growth and dividend strategies built with stocks and ETFs. The firm uses a rules-based process centered on Relative Strength technical analysis combined with fundamental screening, primarily serving affiliate accounts through a unique model-licensing arrangement with another registered adviser.
Scott V
Series 63, Series 65, Series 66
Fort Washington, PA
The Investment Lab, LLC
Scott Volkers is a financial advisor with The Investment Lab, LLC, holding Series 63, 65, and 66 licenses and having 14 years of industry experience. He has worked at The Investment Lab since 2018 and has prior experience at Cambridge Investment Research and Volkers Capital Corp. Outside of his advisory role, he is a Lead Technical Analyst in integration delivery for Indeed, focusing on product and system support related to job placement services. The Investment Lab primarily develops and licenses U.S.-equity model portfolios centered on Relative Strength technical analysis and fundamental screening. The firm manages affiliated accounts on a non-discretionary basis and distributes its investment strategies through a third-party licensee, serving primarily high-net-worth clients.
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