BACKGROUND: — Founded as an independent RIA start-up after a long career at various Wall Street firms — Technology savvy firm focused on using mathematics to inform portfolio construction and management — Provides discretionary asset management using individual securities and ETFs to diversify portfolios. BENEFITS: — Launched a technology experience better than the largest institutions — Enabled the firm to stay on top of and efficiently manage portfolios — Enhanced the client experience through the mobile app and client portal

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