Manager Spotlight

The UX Wealth Manager Spotlight is intended for Registered Investment Advisors. Click on the manager to view the latest commentary.

 
cropped-final500-300x65

AI Funds was launched by Dr. Tal Schwartz with the mission to lead a new era of Artificial Intelligence Managed Investing. Dissatisfied with the current state of investment management, Dr. Schwartz leveraged his academic and industry experience to pioneer a new AI-based approach to active portfolio management which he believes is superior to traditional strategies.

Image 1-24-24 at 11.35 AM
StockSnips_Inc_Logo

Building predictive models requires extensive quantitative research and signals that achieve Alpha. Adapting to changing market conditions and sector rotations requires continuous monitoring of key indicators and systemization. StockSnips enables investors to deliver better outcomes and downside protection to clients.

 

Image 1-24-24 at 11.38 AM
Thor_Financial_Technologies_Horizontal__CMYK

Thor challenges the status quo that plagues the investment options for today’s advisors and their clients. For more than a half-century, financial services have rejected outside thinking and relied on decades-old group think when it comes to investment management. 

My Stock DNA Image

By combining practical experience with the latest research in finance, portfolio management and AI, we've created a unique and innovative approach to portfolio management.

Founded in 2016 and led by Marcus Kim, founder & CEO, QRAFT Technologies has been on a mission to transform investing with artificial intelligence. QRAFT was started by a group of people passionate about quantitative investing, who found success trading with their own money in their spare time. However, they quickly realized the limitations of traditional quantitative investing, and grew frustrated at both the amount of work and short life span of the strategies they were using. That frustration drove them to find a new solution to this problem: Artificial Intelligence (AI). Since 2016, QRAFT has been on a mission to transform investing with artificial intelligence.

Founded in 1998, Van Hulzen Asset Management specializes in equity allocations for institutional mandates, ranging from low volatility covered call strategies to more growth-oriented small cap strategies. Van Hulzen Asset Management has an over 22 year covered call track record and has over 8 years in its small cap strategy. Both strategies have been audited for compliance with GIPS standards.

UxWealth-VanHulzen
logo-2

Founded in 1997, Stonebridge Capital Advisors is an SEC-Registered Investment Advisor with an established focus on customized investment and wealth management solutions. Serving high-net-worth individuals, families, nonprofits, and institutions, we connect with our clients to understand their unique financial needs. In this way, we develop well-structured investment portfolios and form long-lasting partnerships.

Ux-StoneBridge

Become a Partner

Interested in working with UX Wealth? 

Get In Touch

UX Wealth Partners LLC (“UX Wealth”) is an investment adviser registered with the Securities and Exchange Commission (SEC). The information found this website is for general information purpose only and should not be considered a solicitation to engage in any particular securities transaction or an offering of personalized investment advice over the internet. Any subsequent, direct communication by UX Wealth to a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. No warranty or representation, whether express or implied, is being made regarding the completeness, reliability or accuracy of the information or data is provided herein