Portfolio Recommendations
You Can Trust
Portfolio Recommendations
You Can Trust

HOW DOES IT WORK

Design your portfolio

Get your backtest results and decide if it is good enough

Fund your account and take your new strategy live… or just sign up to watch and see how the portfolio does

Sit back and let Portfolio ThinkTank provide anonymous, validated, contextual and optimal suggestions to improve your portfolio
Portfolio ThinkTank is taking aim at Wall Street:
Wall Street Investment Advice is mired with hidden, layered and complex fees, conflicts of interest, misaligned incentives, impersonal advice, untested recommendations, expensive commissions, clingy salespeople, naive diversification, cookie cutter models, proprietary product and fiduciary negligence.
Portfolio ThinkTank users know that they can do better.

22 WAYS WE HELP YOU SUCCEED

Diversification

Your portfolio is optimized using our patented Diversification Optimization.




A Systematic Process





Personalization

We regularly update our investment themes and the assets inside them to give you opportunities to invest in things that can produce performance.



Prediction





OPTIMIZATION

Your portfolio is regularly re-optimized ensuring that you are loaded up with updated assets and predictions and the best assets allocation for your money now. Most portfolio managers just optimize a portfolio once then keep rebalancing it. Diversification is a moving target. We help you hit the target..

Your portfolio is rebalanced.

EFFICIENCY




MINIMIZING EXPENSES

Whenever possible we use individual stocks instead of funds. This removes the embedded fees of funds and greatly improves diversification.

We partner with Interactive Brokers which offers some of the lowest commissions in the industry.

WE ARE A FIDUCIARY

We don’t sell our orders to market makers who take the opposite side.

We have no conflicts of interest or products to sell.

We get up every morning obsessed with improving investment performance.
