Simple & transparent pricing

Access is limited to accredited investors subscribed on our Advanced or Elite plans, with a minimum investment of $50,000.

The portfolio is informed by Large Quantitative Models (LQMs) - similar in architecture to LLMs, but trained on numerical market data rather than text. The models have been trained on more than 30 years of market history and evaluate each equity across 10,000+ factors spanning fundamentals, technicals, and news. Model outputs are one input into portfolio construction and do not guarantee outcomes.

The Golden Portfolio holds concentrated positions in 25+ equities, versus 500 in the S&P 500. Concentration is a deliberate trade-off: it creates the potential for alpha, but also greater sensitivity to individual holdings. The non-leveraged portfolio  targets a systematic risk (beta) similar to the broader market, though the realized risk profile may differ from the index and can vary over time.

Risk cannot be adjusted within a single portfolio, but you can choose between three options: Golden (targeting broader market risk), Golden-2x, and Golden-3x. The 2x and 3x variants use leverage to seek higher returns and carry proportionally higher risk, including the potential for amplified losses.

The portfolio is reviewed daily. Our LQMs regenerate ratings each trading day, and the portfolio may be adjusted to reflect updated signals, subject to risk and execution considerations.

There is no management fee. We charge a quarterly incentive fee: 30% for Advanced clients and 25% for Elite clients.If the portfolio does not outperform the benchmark, or if overall returns are below 0%, no incentive fee is charged. The fee is also capped so post-fee returns do not fall below the benchmark. A high-water mark is maintained to help protect clients’ interests over multiple periods.

Schedule a demo and we will walk you through the onboarding process. If you are an existing client, reach out to your advisor directly.