Our Services
Professional portfolio management services designed to deliver superior returns through systematic, algorithmic stock selection
V-Rank Alpha Portfolio
Formerly known as V-Rank-A
Our flagship investment product, the V-Rank Alpha Portfolio, represents over 20 years of proven performance in algorithmic stock selection. This actively managed portfolio focuses on U.S. equities with strong growth characteristics, systematically identified through our proprietary quantitative analysis.
Net of all fees from March 2005 to October 2025
Service Offerings
Choose the service level that best fits your investment needs and portfolio size
Full discretionary portfolio management
Account Management
We offer professional discretionary account management services for qualified investors. As your investment advisor, we manage your portfolio according to the V-Rank Alpha Portfolio strategy, handling all investment decisions, rebalancing, and reporting on your behalf.
What's Included
- Discretionary portfolio management following the V-Rank Alpha Portfolio strategy
- Monthly portfolio rebalancing to maintain optimal positioning
- Comprehensive monthly performance reporting with detailed holdings
- Direct access to portfolio managers for questions and consultations
- Tax-efficient trading strategies to minimize tax impact
Account Requirements
Minimum Investment
Please contact us to discuss minimum account sizes and eligibility requirements
Account Type
Individual, joint, trust, IRA, and other qualified retirement accounts
Custody
Assets held at qualified custodian (Interactive Brokers or similar)
Block Trading Services
For investors who prefer to maintain control of their own accounts while benefiting from our investment expertise, we offer block trading services. Under this arrangement, we provide you with our monthly portfolio recommendations, and you execute the trades in your own brokerage account.
1. Monthly Recommendations
At the beginning of each month, we provide you with the complete list of stocks in the V-Rank Alpha Portfolio, including recommended position sizes.
2. Self-Directed Execution
You execute the recommended trades in your own brokerage account, maintaining full control over timing, execution, and any modifications you wish to make.
3. Performance Tracking
We provide monthly performance reports for the model portfolio, allowing you to track how your implementation compares to the recommended strategy.
- Lower minimum investment requirements
- Maintain control of your account
- Flexibility to customize positions
- Use your preferred broker
- • Requires active participation in monthly rebalancing
- • Execution timing may differ from model portfolio
- • Trading costs paid directly to your broker
- • Performance may vary based on execution