Algorithmic Investment Models

Jared Klapman is a CFP® with seven years of industry experience currently at Algorithmic Investment Models. His prior roles include positions at Zacks Investment Management and Ceros Financial Services, Inc. He has worked in various capacities across investment management and financial services since 2015. Algorithmic Investment Models provides ETF-based model portfolios and sub-advisory services to a diverse client base, including RIAs, institutional investors, and government entities. The firm employs a quantitative, technology-driven investment process that incorporates machine learning and behavioral finance concepts to deliver tactical ETF allocations.

Denis Rezendes is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Algorithmic Investment Models, LLC since 2020 and previously worked at Beaumont Financial Partners, LLC from 2014 to 2019. Algorithmic Investment Models provides ETF-based model portfolios and sub-advisory services to a diverse client base including RIAs, institutional investors, and government entities. The firm employs a quantitative, technology-driven investment process utilizing machine learning and behavioral finance concepts to deliver daily ETF rankings and tactical allocations.

Courtney Doyle is a financial advisor at Algorithmic Investment Models with 12 years of industry experience. She holds a Series 65 designation and has worked at Algorithmic Investment Models since 2020, following five years at Beaumont Financial Partners. Algorithmic Investment Models offers ETF-based model portfolios and sub-advisory services to a diverse client base, including RIAs, institutional investors, and government entities. The firm employs a quantitative, technology-driven investment process that utilizes machine learning and behavioral finance concepts to produce daily ETF rankings and tactical allocations.

Daniel Dixon is a financial advisor at Algorithmic Investment Models with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ceros Financial Services, Joseph Grace Holding, and Trident Distribution Partners. Dixon is based in Vero Beach, FL. Algorithmic Investment Models provides ETF-based model portfolios and sub-advisory services to a range of clients, including RIAs, institutional investors, and government entities. The firm employs a quantitative, technology-driven investment process that uses machine learning and behavioral finance concepts to generate daily ETF rankings and tactical allocations.

Brendan Ryan is a CFA® charterholder with 13 years of industry experience. He has worked at Algorithmic Investment Models, LLC since 2020 and previously spent seven years at Beaumont Financial Partners, LLC. He serves on the DWS RIA Advisory Board, participating in networking and idea sharing within the national RIA community. Algorithmic Investment Models provides ETF-based model portfolios and sub-advisory services to a variety of clients, including RIAs, institutional investors, and government entities. The firm employs a quantitative, technology-driven investment process that utilizes machine learning and behavioral finance concepts to generate daily ETF rankings and tactical allocations.

James Bulger is a financial advisor with Algorithmic Investment Models, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Ceros Financial Services, Inc. and Beaumont Financial Partners, LLC. He is based in Wayne, NJ. Algorithmic Investment Models provides ETF-based model portfolios and sub-advisory services to a diverse client base, including RIAs, institutional investors, and government clients. The firm employs a quantitative, technology-driven investment process utilizing machine learning and behavioral finance concepts to manage its strategy suites.

Andrew Rice is a financial advisor at Algorithmic Investment Models with four years of industry experience. He holds a Series 65 designation and has worked at Algorithmic Investment Models since 2017, including under its DBA AIM. Outside of his advisory role, he serves as a shareholder and emeritus consultant for Bolster Mission Consulting, providing pro bono strategic planning and data analysis services to nonprofit organizations. Algorithmic Investment Models offers ETF-based model portfolios and sub-advisory services to a diverse client base, including RIAs, institutional investors, and government entities. The firm employs a quantitative, technology-driven investment process that leverages machine learning and behavioral finance to deliver daily ETF rankings and tactical allocations.

Todd Rice is a financial advisor with Algorithmic Investment Models and holds Series 63 and Series 65 credentials. He has four years of industry experience, all with Algorithmic Investment Models, LLC, where he has worked since 2022. Algorithmic Investment Models provides ETF-based model portfolios and sub-advisory services to a diverse client base, including RIAs, institutional investors, high-net-worth individuals, and government clients. The firm uses a quantitative, technology-driven investment process featuring machine learning and behavioral-finance concepts to deliver daily ETF rankings and tactical allocations.