Math + Hu(M)an + Machine

M³ TECHNOLOGIES

WE BRING AI ADVISORY TO THOSE WHO ADVISE CAPITAL

We advise investment institutions on investment process and workflow redesign that enables peak human performance through responsible, integrated AI.

We advise the investment advisers that manage and oversee large pools of capital

Asset managers (RIAs), family offices and institutional allocators face a common challenge: integrating AI into investment processes without losing the human judgment they know so well.

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Investment process analysis

We express your current investment process within our framework to identify where AI can complement human decision-making and where it can maximize throuput.

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AI-era operating models

We redesign and embed AI in your investment processes so that everything adds up to greater than the parts.

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Human + AI co-pilot design

We architect systems where AI uncovers insights and humans make final decisions, preserving accountability and enhancing alpha.

Why M³?

We've built real systems - not slide decks. Our live portfolios combine human expertise with our proprietary, LLM-free, language of-the-markets neural network. It captures nonlinear structure that neither humans nor generic AI models can see alone. And beyond our own models, we use off-the-shelf tools - such as the same LLMs you use every day - to build bespoke applications that materially elevate productivity and investment performance.

We understand the math beneath the buzzwords. Traditional factor models from the quant factory rely on linear regression - inadequate for the inherent nonlinearity of real markets. We have made breakthroughs and improvisations in building our own "language of the markets model", which is not based on any LLM.

We know the industry from the inside. We've worked with allocators, asset managers, and consultants. We understand the organizational, regulatory, and cultural barriers to AI adoption.

And here's what no one says out loud - AI in investing is new, opaque, and fiercely guarded. Whatever genuine breakthroughs exist are locked inside the walls of giants like Fidelity and BlackRock, who now operate full-scale AI organizations. Mid-sized firms - RIAs, boutiques, specialist managers - are left to navigate the frontier alone, without access to the cognoscenti or the IP.

Where we're different. We are one of the few independent AI partners in the industry. We’re not affiliated with any asset manager or quant shop. We own all our IP. And we bring decades of direct fund‑management experience and original technical innovation to every engagement.