Algorithmic Trading Professionals

Prudent

We offer Algorithmic Trading Strategies that are engineered towards managing risk.

Transparency

All the strategies are automatically executed in your brokerage account and you have complete visibility and control.

Low Touch

The AI engine trades automatically based on probabilities not emotion.

Who Are We Really?

We are a Registered Investment Advisor (RIA)...

We are a state registered investment advisor that provide algorithmic portfolios tailored to your risk profile.

...Whose portfolio recommendations are powered by AI Algorithms

The portfolio components are powered by curated AI based algorithms. These algorithms include ones which we have developed and those acquired from other developers

...And are customized to individual risk profiles

The portfolio of algorithms selected are based on your risk profile and are personalized to individual investors.

Meet Our Team

Sudhir Pai is one of the founding principals and serves as the fiduciary investment advisor representative for the firm. In serving that role, he will be responsible for mapping investor risk profiles to algo models. He is also the Chief Executive Officer of Legacy Wealth Planner. Investment Advisor & Registered Representative at Saxony Securities, holds the FINRA Series 6, 7, 66 licenses. Previously CFO North America of Infosys Technologies Ltd, and Co-founder, CEO of MyTaxFiler & myStartupCFO.
LinkedIn Profile

Sudhir Holla is one of the founding principals. Sudhir will be responsible for the technology that powers the algo models. Having stepped off the treadmill early thanks to algorithmic and quantitative trading, this venture meets his goal of keeping his grey-cells alive while being productive financially. Prior to starting the fund, Sudhir was a Managing Director in Accenture.
LinkedIn Profile