Discretionary portfolios for serious capital. Continuous signals for active investors. One firm — two ways to participate in a market that no longer rewards waiting.
Fully discretionary asset management. We construct, implement, and continuously rebalance your portfolio using the Stock Pro engine — so you don't follow signals, you live the result.
Same engine, surfaced as research. Daily signals, model portfolios, and regime updates delivered to your inbox and dashboard — you stay in control of execution.
Most firms reposition portfolios a few times a year. The Stock Pro machine learning engine evaluates regime, volatility, breadth, and trend continuously — and translates those reads into concrete, executed trades. Precision over prediction.
The engine classifies the current market regime in real time and adjusts position sizing, hedging, and exposure to match.
Volatility-targeted sizing means your downside isn't a static number — it tightens when the market gets fragile, loosens when it earns it.
Lot-level optimization, harvest opportunities, and wash-sale guards built into every trade. After-tax return is the only return that matters.
Protective collars, hedging overlays, and income strategies — used surgically, never speculatively. Aligned with your fiduciary plan.
Engineered around accounts deploying $500K and up — where disciplined execution and downside control matter more than the next hot trade.
Strategic lot management, harvest opportunities, and after-tax return targeting — built into every rebalance, not bolted on at year-end.
Private clients don't get a watch list. Stock Pro implements the full strategy — construction, execution, and rebalancing — on your behalf.
Assets held at Charles Schwab and Interactive Brokers — independent, regulated, and never commingled with the firm. You always control your accounts.
Live data, evolving signals, and risk inputs feed a continuous optimizer — your portfolio doesn't wait for the quarterly review to know the world has changed.
Fee-only. No commissions. No proprietary product placement. Your interest is the only interest — by structure, not by promise.
A 15-minute conversation to learn about your goals, current allocation, and timeline. No pitch. No paperwork. Just a fit check.
A deeper, hour-long working session. We build a draft strategy and show you exactly how the Stock Pro engine would manage your specific portfolio.
Open or transfer to your custodian (Schwab or Interactive Brokers), sign the advisory agreement, and the engine takes over from day one.
Whether you're deploying serious capital or sharpening your own edge — there's a Stock Pro path that fits. Start with a 15-minute call.