ALGORITHMIC INVESTMENT MODELS
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 306354
- Registered since
- January 2, 2020
- Website
- algomodels.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Other90.29%
- Other Investment Advisers3.85%
- HNWI2.36%
- Individuals1.96%
- Corporations / Businesses1.54%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Algorithmic Investment Models is a limited liability company that provides portfolio management to both individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management and unspecified additional fee arrangements. Registered with the SEC since 2020, the adviser reports a focus on equities-driven strategies delivered through model portfolios and managed accounts rather than ESG or pension consulting work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1TODD RICE
Managing Partner and Chief Investment OfficerCRD 1902440
Contacts
3 of 7ANDREW RICE
PartnerCRD 7340094
JAMES BULGER
Senior Regional ConsultantCRD 2754119
BRENDAN RYAN
Portfolio ManagerCRD 5337915
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$186M in ETFs
99%
$183M
1%
$2.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE) | State Street | Passive | Equity Energy | $6.9M | 113,416 | 3.74% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 125 Newbury St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
BOUNTY MANAGEMENT CORP
RIABOSTON, MA
DOWNEY CAPITAL MANAGEMENT, INC.
RIABOSTON, MA
WAKELY INVESTMENT MANAGEMENT
RIABOSTON, MA
NATHANAEL R. BRAYTON, CFA
RIABOSTON, MA
L.F. HOWARD ASSOCIATES INC
RIABOSTON, MA
TIMBUKTU CAPITAL MANAGEMENT, LLC
RIABOSTON, MA