Optimizing your experience...
Our Approach
Value investing is the philosophy. Systematic tools are how we execute it with discipline that emotion can't match.
Quarterly calls. Manual processes. Year-end tax scrambles. Good relationships, but limited bandwidth and inconsistent execution.
Full automation. No human judgment. Algorithm-only decisions. Low cost, but no one watching when things get interesting.
AI tools for monitoring and execution. Human judgment for decisions. The discipline of systems with the wisdom to override them.
The principle: Technology should amplify good judgment, not replace it. AI handles the monitoring, the scanning, the repetitive execution. I make the decisions about what to buy, when to harvest, and how to position.
Every tool exists to execute value investing principles with more discipline than manual processes allow.
Automated scans check every portfolio daily for rebalancing triggers, drift from targets, and concentration risks. I review the alerts and decide what action to take.
Why it matters:
A traditional advisor checking portfolios quarterly might miss opportunities that appear and disappear in weeks. Daily monitoring catches them.
Systematic scans identify positions with unrealized losses, check wash sale windows, and flag harvesting opportunities. I review and execute when it makes sense.
Why it matters:
Tax-loss harvesting works best when done year-round, not just in December. Systematic monitoring catches opportunities as they appear.
AI-assisted analysis helps identify value signals across markets—sectors that are out of favor, asset classes with compressed valuations, opportunities the crowd is missing.
Why it matters:
Value investing requires seeing what others miss. AI can scan broader than any human, but the judgment about what constitutes real value remains mine.
AI helps draft market commentary and analysis, but I review everything before it goes out. No automated spam—just timely, relevant communication when it matters.
Why it matters:
Clients deserve thoughtful analysis, not generic market updates. AI helps me communicate more frequently without sacrificing quality.
AI identifies opportunities. I decide whether they're real. The gold thesis wasn't an algorithm—it was recognizing that 5,000 years of monetary history doesn't become obsolete.
Every trade, every harvest, every rebalance gets reviewed before execution. Technology suggests; I decide. That's a feature, not a limitation.
You still work with a person who knows your situation, answers your questions, and thinks about your specific needs. Technology makes me more effective—it doesn't replace me.