Portfolio Science in the Canadian Rockies
Intergenerational solutions for wealth managers

Portfolio Advice for Managers

Leading edge artificial intelligence to assist portfolio managers with client priorities

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Safety
Appropriate diversification and monitoring
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Liquidity
Matching investments with current commitments
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Returns
Risk-adjusted peformance with limited downside risk
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Taxation
Up to date, Canadian-focussed tax considerations.
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Family Commitments
Intergeneration wealth transfer
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Charity
Giving back

Monitoring

Real-time metrics to improve performance and monitor compliance

Performance Measurement

Market and Economic Analysis

Strategy Evaluation

Implementation

Our Methodology

Portfolio improvements through machine learning and financial science.

Our Team

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Michael Tallman, CFA, CIM, M.Sc.

President, Lead Developer

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Matthew Tallman, B.Sc.

Junior Developer