Generating alpha as a student investor is really, really hard. We provide free, expert financial guidance and personalized strategies that help them maximize returns and achieve their investment goals. Our analysts analyze market trends, assess risk tolerance and individual preferences, and offer tailored approaches on asset allocation, portfolio management, and long-term growth. We are constantly pursuing innovation in our investing processes to produce superior risk-adjusted returns. We ensure robust risk management through detailed analysis of each investment and comprehensive portfolio-level risk analytics. 

Students have a disproportionate disadvantage in the stock market. They are under-resourced, underfunded, and have to balance school while facing the challenges of being an investor. We help students keep up with the market. We offer timely, integrated analysis of companies, sectors, markets and economies. We publish digestible research for retail investors, which we syndicate to major financial publications, including Seeking Alpha and InvestorPlace.

We help student investors take their portfolios to the next level, while helping our analysts become the next generation of financial leaders. Learn investing fundamentals, finance and account knowledge, trading concepts, macroeconomic concepts, technical skills, quantitative strategies, portfolio theory, data science, risk management,  and modeling skills from experienced portfolio managers, research potential investment ideas, build financial models, and pitch theses.