Affordable Active Alpha | Built to Beat Behavioral Bias | We Empower Investors Through Education EVALUATING ROBO ADVISOR OPTIONS Patrick R. Cleary, COO and CCO T: +1.215.882.9983 F: +1.216.245.3686 [email protected]213 Foxcroft Road Broomall, PA 19008
16
Embed
EVALUATING ROBO ADVISOR OPTIONS - Interactive Brokers...Case study: robo advisors emerging on IB platform “Matchmaker” for managers & investors . White label . IB App . Mgmt Fees:
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Affordable Active Alpha | Built to Beat Behavioral Bias | We Empower Investors Through Education
Introduce who we are Walk through the full spectrum of “robo advisors” Highlight key things to consider when selecting a robo advisor (for individuals and RIAs) Discuss key trends in the robo landscape and what that means for investors and advisors
When selecting a robo, brokerage costs and capabilities matter There is no “one-size fits all” option for RIAs / Investors Programming is getting cheaper. Don’t overspend
Founded in 2010 by Dr. Wesley R. Gray Systematic, active manager with ~$275M in AUM Long-time user & advocate of Interactive Brokers Developed white label robo advisor Free educational tools, books, blog
When selecting a robo, capabilities and brokerage costs matter There is no “one-size fits all” option for RIAs / Investors Programming is getting cheaper. Don’t overspend
Email [email protected] with specific questions / requests for more info TradingFront (white label robo platform at IB, launch March, 2016) www.tradingfront.com Alpha Architect Advisor (PWM for active clients) www.alphaarchitect.com/robo Covestor (matchmaker for emerging managers) www.covestor.com