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Alexander Harmsen (@alexharm) was fed up with the lack of options!
Having sold his first company, Iris Automation (an AI company specializing in machine vision), he wanted to find a viable option to help him invest his money.
He reached out to countless financial advisors but kept running into the same problems:
1. They seemed to be regurgitating the same things and ideas rather than offering personalized recommendations
2. There was a misalignment in incentives, where the advisors would recommend consistent churn rather than a more consistent hold strategy
3. Once fees were deducted, active advisors seemed to be doing worse than the S&P 500.
Simply, it was clear to Alex that financial advisors were more concerned about their next paycheck than about the financial security of his family.
That’s when the answer became clear to Alex:
“Why not build an AI financial advisor?”
It would be impartial, there would be an alignment of incentives, and most of all the advice would be personalized to the portfolio of every user rather than being cookie-cutter stuff.
Moreover, the AI advisor would be regulated by the SEC.
And, to top it all off, the advisor would look at an investor’s entire holdings, including their real estate assets, their crypto holdings, and even their student debts. Basically, for that advisor to be useful, it needed to take into consideration an investor’s entire net worth, not just their securities portfolio!
With that vision in mind, Alex built @portfoliopilot, an AI advisor that serves more than 22,000 investors and offers advice on assets collectively worth a little north of $20B.
With @portfoliopilot, every investor can:
1. Have their portfolio optimized and tweaked by an AI advisor that is regulated by the SEC
2. Make sure that they are receiving personalized advice that caters to their entire net worth
3. Be comfortable in the knowledge that the AI is fighting for them because there is no misalignment of incentives.
And with Black Friday upon us, @portfoliopilot is offering 30% off on all of its annual plans, and your first two weeks are free.
Check it out today: portfoliopilot.com
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