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131 investment model(s)

  • Oceanic Capital Profile Picture

    Oceanic Capital Global Diversified Aggressive

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    • Approach fundamental
    • Asset Class Multi Asset Class
    • Geography Global
    Performance
    • 4.2%
      90 day
    • 13.9%
      365 days
    • Avg. Sub.
      3.9%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    -5.0% 12 months
    Riskscore of 3 3
    1% fee
  • Jeremy Zhou Profile Picture

    Jeremy Zhou Biotech and Medtech

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    • Approach fundamental
    • Asset Class Equity
    • Cap Bias Small Cap
    • Geography Global
    Performance
    • 4.3%
      90 day
    • 17.2%
      365 days
    • Avg. Sub.
      3.8%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    2.9% 12 months
    Riskscore of 3 3
    2% fee
  • Island Light Capital Profile Picture

    Island Light Capital Income Portfolio

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    • Approach quantitative
    • Asset Class Multi Asset Class
    • Geography Global
    Performance
    • 2.8%
      90 day
    • 10.6%
      365 days
    • Avg. Sub.
      2.7%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    -6.7% 12 months
    Riskscore of 2 2
    0.5% fee
  • 401 Advisor Profile Picture

    401 Advisor Dividend and Income Plus

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    • Approach fundamental
    • Asset Class Multi Asset Class
    • Geography US
    Performance
    • 2.9%
      90 day
    • 10.3%
      365 days
    • Avg. Sub.
      2.6%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    -10.0% 12 months
    Riskscore of 3 3
    1.5% fee
  • John Gerard Lewis Profile Picture

    John Gerard Lewis Stable High Yield

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    • Approach fundamental
    • Asset Class Multi Asset Class
    • Geography US
    Performance
    • 2.9%
      90 day
    • 10.5%
      365 days
    • Avg. Sub.
      2.3%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    -2.8% 12 months
    Riskscore of 2 2
    0.5% fee
  • Oceanic Capital Profile Picture

    Oceanic Capital Global Diversified Moderate

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    • Approach fundamental
    • Asset Class Multi Asset Class
    • Geography Global
    Performance
    • 2.3%
      90 day
    • 10.6%
      365 days
    • Avg. Sub.
      2.0%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    -8.0% 12 months
    Riskscore of 2 2
    1% fee
  • Island Light Harbor Series Profile Picture

    Island Light Harbor Series Conservative

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    • Approach quantitative
    • Asset Class Multi Asset Class
    • Geography Global
    Performance
    • 1.8%
      90 day
    • 2.6%
      S.I.
    • Avg. Sub.
      1.6%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    -14.1% S.I.
    Riskscore of 2 2
    0.25% fee
  • Analytic Investment Profile Picture

    Analytic Investment Tactical Fixed Income

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    • Approach quantitative
    • Asset Class Fixed Income
    • Geography Global
    Performance
    • 1.6%
      90 day
    • 18.0%
      365 days
    • Avg. Sub.
      1.2%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    1.4% 12 months
    Riskscore of 2 2
    0.5% fee
  • Robert Zingale Profile Picture

    Robert Zingale Volatility Mean Reversion

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    • Approach quantitative
    • Asset Class Other Asset Class
    • Geography US
    Performance
    • 0.9%
      90 day
    • 21.3%
      365 days
    • Avg. Sub.
      0.8%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    -5.6% 12 months
    Riskscore of 5 5
    1% fee
  • System Research Profile Picture

    System Research Diversified Bond

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    • Approach quantitative
    • Asset Class Fixed Income
    • Geography US
    Performance
    • 1.2%
      90 day
    • 2.6%
      365 days
    • Avg. Sub.
      0.7%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    -9.7% 12 months
    Riskscore of 2 2
    2% fee