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Specialties
We help investors achieve more from their investment portfolios via access to our innovative tactical solutions.
Our proprietary XiAlpha Framework provides a unique window into how the US equity market behaves. It enables the design of tactical solutions that will outperform over the long term.
We currently offer seven unique products catering to different investor needs, ranging from long term retirement solutions to enhanced income solutions. Our solutions are all actively managed and implemented for clients in fully transparent, separately managed accounts.
If you would like to get together over coffee for an informal free consultation to discuss our products or just your portfolio in general, please feel free to get in touch.
History
Established in 2014.
The solutions we offer are the culmination of many years of extensive research, exploring data sources, model development, and testing ideas. We began offering these solutions to individual investors starting in 2015.
Meet the Business Owner
Jonathan S.
Business Owner
Jonathan Selsick is responsible for all the research. His focus is on designing and testing innovative ways of modeling the behavior of the global equity markets, and in designing solutions that meet a specific investor need.
Jonathan earned a bachelor of commerce in economics (Witwatersrand University, South Africa) and an MBA in finance from the University of Illinois. He is a Registered Investment Advisor and holds a Series 65 and Series 3 license.