Model Investing was created as an alternative investment approach designed to solve the problems associated with traditional portfolio management.
We understand that navigating the complex world of financial markets can be a daunting task. We also recognize that many of the investment strategies in use today are inadequate in managing the volatility and risks in today’s markets.
The end result is that regular investors (those investing through 401(k)s, the Thrift Savings Plan, or Individual Retirement Accounts), often have a lack of suitable options and expertise when it comes to managing their accounts.
As a result, our firm was founded with a simple mission:
To help individual investors make smarter investment decisions.
We’ve combed through decades of academic research and done extensive work to identify “market anomalies” (predictable patterns) that provide investors with an edge in the markets. Our Investment Models use these anomalies in conjunction with Leading Economic Indicators (LEIs) to provide recommended portfolio allocations through all phases of the business cycle.
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Our monthly newsletter contains articles on a wide range of investment-related topics. We discuss everything from basic investment principles to advanced asset allocation techniques and even elements of behavioral finance. Our team has a wealth of knowledge, and we aim to spread as much of it as possible.
Based in San Diego, CA our team includes finance professionals, data scientists and software engineers dedicated to helping everyday investors grow and protect their investment portfolios.
Our belief that everyone deserves a safe and comfortable retirement has been a driving force since our inception. It has led us to create an innovative, self-service investment approach that anyone can access and apply in their own accounts.
No, that’s unrealistic. But our historical performance is nearly unmatched, and we will do everything in our power to help you protect and grow your wealth.
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