Our Investment Philosophy & Process

At AIQ, our core philosophy is to preserve and grow investor capital by focusing on risk-adjusted returns and the power of compounding. We believe the best portfolios are actively managed, tuned to market conditions, and take the least amount of risk necessary to meet client goals.

A Hybrid Approach to Investment Management

We believe superior results come from a hybrid approach, combining the speed and scale of artificial intelligence with the insight and experience of seasoned portfolio managers. We leverage this powerful combination by:

• AI-Driven Quantitative Analysis: Our proprietary models scan markets to surface opportunities, identify trends, and avoid potential pitfalls.
• Deep Fundamental Research: Our investment team rigorously analyzes fundamental data for security selection.
• Robust Risk Optimization: AIQ actively manages risk through changing market cycles in contrast to passive asset allocation models.
  

Risk-Aware by Design

Preserving capital during market downturns is key to long-term success. That's why risk management is central to everything we do.

Our dynamic process adjusts asset allocation, sector exposure, and security selection based on real-time market conditions. Depending on the portfolio strategy, we use tools such as protective options, high-quality bonds, structured notes, alternative investments, and treasuries to help reduce downside exposure.

The combination of our AI tools and experienced human oversight help us respond early to market shifts and keep client portfolios aligned with their evolving goals.

Less risk. More resilience. Better compounding.