Advisory Services

We help asset managers, consultants, and allocators redesign investment processes for the age of AI.

Who We Advise

We work with three types of clients:

  • Asset Managers: Firms looking to integrate AI into portfolio construction, risk management, or trading without losing the human judgment that drives alpha.
  • Consultants: Advisors who need to evaluate AI-driven strategies on behalf of their institutional clients and want an independent, technically rigorous perspective.
  • Allocators: Pension funds, endowments, and family offices seeking to understand how AI is reshaping active management and where to deploy capital.

What We Do

1. Investment Process Diagnostics

We audit your current investment process to identify:

  • Where AI can complement human decision-making (and where it cannot)
  • Bottlenecks in data infrastructure, governance, or workflow
  • Risks of over-reliance on black-box models or under-utilization of available data

Deliverable: A diagnostic report with actionable recommendations.

2. AI-Era Operating Model Design

We help you redesign:

  • Governance: How investment committees should oversee AI-driven strategies
  • Workflows: How portfolio managers and data scientists should collaborate
  • Incentives: How to align compensation with long-term, AI-augmented performance

Deliverable: An operating model blueprint tailored to your organization.

3. Human + AI Co-Pilot Architecture

We design systems where:

  • AI surfaces insights, anomalies, and opportunities
  • Humans make final decisions, preserving accountability and edge
  • Feedback loops ensure the system improves over time

Deliverable: A technical architecture document and implementation roadmap.

Our approach is grounded in real-world experience: We've built and deployed human+AI trading systems in live portfolios. We understand the organizational, technical, and regulatory challenges you face.

How We Work

Engagement Models

  • Diagnostic Sprint (4–6 weeks): Rapid assessment of your current state and high-level recommendations.
  • Design Partnership (3–6 months): Deep collaboration to redesign processes, governance, and systems.
  • Ongoing Advisory: Retained advisor role for strategic guidance as you implement changes.

Our Principles

  • Independent: We don't sell software or manage money. Our only incentive is your success.
  • Rigorous: We ground our advice in mathematics, not marketing.
  • Practical: We've built it. We know what works and what doesn't.

Get in Touch

If you're an asset manager, consultant, or allocator looking to navigate the AI era, we'd like to hear from you.

Contact Us