Create your own Self-Adapting, Alpha Generating Portfolios With Ease
Lumenai provides a personalized end-to-end investing experience for principals, investment professionals, and fiduciaries, liberating them from the tedious tasks of daily investment management.
We aim to make it easier and more efficient to create better, more personalized investment portfolios that cost less to run and take less time to manage.
We can build hyper-custom AI-powered portfolios for:
Individuals and Family Offices
Wealth Advisors, Private Banks, and Trust Companies
Corporate 401K Retirement Plans
Asset Managers and Platforms
There are over 1 million portfolio combinations to choose from! And our goal is to make it easier than ever for investors and advisors to create the kind of custom investment solutions they want.
What We Do
Lumenai gives sophisticated investors the tools and technology to easily create, manage, and monitor self-adapting, alpha-generating portfolios.
Clients can build a variety of actively-managed investment strategies and styles tailored to their specific needs:
Asset Classes, including Stocks, Bonds, Credit, Commodities, and Cash
Exposures, including Long-Only, Long-Short, Market Neutral, and Risk Parity
Security Types, including individual Stocks, Bonds, Options, Futures, ETFs, and Funds
Equity Categories, including Geographies, Sectors, Factors, and Themes
ESG, including Carbon Aware and Governance
Overlays, including Tax Loss Harvesting, Options, and Currencies