Model Investing
Curated by SignalInvestment models enabling smarter decisions for individual investors and advisors.
Overview
Model Investing is a fintech company that focuses on providing financial planners and advisors with tools designed to assist in client management and investment strategies. The platform includes proprietary, rules-based investment models such as the Asset Rotation Model and Sector Rotation Model, which are intended to adapt to market risks. The company targets individual investors and those managing 401(k) or TSP accounts, aiming to address perceived limitations in traditional portfolio management by emphasizing volatility and risk management. Key features of the platform include real-time insights, customizable financial planning software, and secure client portals, which are intended to support informed investment decisions and enhance portfolio performance.
Key facts
- Founded
- 2015
- Headquarters
- San Diego, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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- Commercial model
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Contact
- Primary office
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