Architecting the infrastructure of our Goals-Driven Model Selector.

Enjoy this behind-the-scenes of Laurence Barden Paul Wang Martin Tarlie as they architect the infrastructure of our Goals-Driven Model Selector.

Advisors shouldn’t have to pick from a sea of static models and hope for the best. We’re building a system that aligns investments dynamically with client goals, optimizing for the highest probability of success.

P.S. One of our favorite tech quotes: “You should name a variable using the same care with which you name a first-born child.” – Robert C. Martin

#GoalsBasedInvesting #RiskAlignment #BuiltForAdvisors