Your Investment Edge

 Welcome to AIQ Asset Management

We are a strategic partner for independent financial advisors who want to drive better client outcomes, save time, and grow their practice.


We combine decades of institutional portfolio management experience with cutting-edge artificial intelligence to help advisors meet their clients’ goals with confidence.


The AIQ Advantage:


  • No Platform Fees or Repapering
  • Flexible Business Arrangements
  • Reduced Operational Complexity
  • Intelligent, Risk-Managed Strategies
  • Strengthen Business Continuity Plans
  • Decrease Business Risk



Helping Financial Advisors bring Wall Street to Main Street


AIQ provides its advisor partners with direct access to a sophisticated, highly experienced investment team – a resource rare in the independent advisor space. Our experienced portfolio managers, data scientists, and veteran hedge-fund traders collaborate closely to ensure continuous research and portfolio monitoring, so you don't have to.


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How We Deliver Your Edge

We Are Part of Your Team
By acting as an extension of your team you receive significant access to key decision makers, increased tax planning opportunities, enhanced flexibility to handle account-specific issues, and best-in-class service and operational support for AIQ managed accounts.

AI + Human Intelligence

Our proprietary investment process blends AI-driven quantitative analysis with traditional fundamental research. This hybrid approach helps us identify opportunities, avoid pitfalls, and build portfolios that are tuned to both market conditions and client needs.

Risk-Aware Philosophy

Preserving capital is key to long-term success. We actively manage risk using AI-informed, dynamic asset allocations and tools such as protective options, structured products, treasuries to reduce downside exposure and smooth returns over time.

Advisor-Centric Support

We help advisors reclaim time by handling research, trading, portfolio oversight, and all the documentation that comes with it. Our team lives and breathes investments so you don’t have to – freeing you to focus on planning, relationships, and business growth.

Compliance Confidence

AIQ helps ensure you have a well-documented investment process that aligns with fiduciary standards and regulatory expectations, reducing risk and increasing peace of mind.

AIQ Insights

Q4 2025 Market Review

By AIQ Asset Management • February 13, 2026
All’s well that ends well. While investors endured a difficult spring fling with a bear market following competitive concerns within the popular AI trade and the President’s “Liberation Day” tariff shocker, those concerns quickly faded driving one of the strongest rallies off a bottom (April 8) in history. Stocks powered through another AI scare in November to end the year just off their all-time highs. It was the third consecutive year of double-digit gains for the S&P 500 with those gains once again led by large cap growth stocks.
AIQ Q3-2025 Market Review

Q3 2025 Market Review

By AIQ Asset Management • November 24, 2025
Investors were given a welcome reprieve in the third quarter with a relatively drama free rally across most asset classes. While the bears had plenty of fodder to garner negative headlines, markets relentlessly climbed a “wall of worry” throughout the quarter with the S&P 500 notching an impressive 23 new all-time closing highs. The breadth of the rally was also worth celebrating as the Dow, Nasdaq Composite, small caps, and many international indices also hit new highs. All in, this has been one of the strongest rallies off a bottom (April 8) in history.

Q2 2025 Market Review

By AIQ Asset Management • November 17, 2025
It was clearly a volatile quarter with several different crosscurrents driving global markets including a massive sell-off in early April associated with the “Liberation Day” tariff announcements and a relatively quick recovery as tariff implementations were delayed to allow time for countries to negotiate a better deal with the United States. U.S. stocks put up another strong quarter with the large cap S&P 500 ending at new highs, however, there was quite a bit of turbulence getting there. Investors entered the quarter cautiously after a difficult start to the year as concerns over President Trump’s yet-to-be-announced trade policies and doubts regarding the longevity of the AI trade had investors taking profits in the large cap growth stocks that had driven markets over the last several quarters and taking a more defensive stance in Consumer Staples, Health Care, and other risk-off assets such as U.S. Treasuries. As it turns out, investors still underestimated the aggressiveness of the President’s initial plan as the tariffs announced on “Liberation Day” were significantly more aggressive than most expected. This led to another material sell-off with the S&P down nearly 20% from its February highs to its lows in early April. The tone of global markets completely shifted on April 9th when the president paused the latest round of tariffs. The S&P 500 then rallied 25% to the end of the quarter. We saw similar action across the cap spectrum, but we would note the very strong rebound for the growth indices in the quarter as AI fundamentals remained strong helping alleviate some of the concerns that surfaced in the first quarter.

These statements were not made by clients and do not guarantee future performance or success; no compensation was exchanged for endorsements.