A complete list of active advisors currently associated with The Investment Lab, LLC

Warmer can help you find a great advisor at The Investment Lab, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at The Investment Lab, LLC, 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.