Institutions & RIAs
AlgoIQ partners with RIAs, money managers, and institutional allocators to deliver adaptive, risk-managed strategies that can be seamlessly integrated into client portfolios. Through custom sleeves, co-branded funds, signal licensing, and index construction, we empower firms to differentiate their offerings with proprietary quantitative intelligence. Built on decades of portfolio management expertise and proven algorithms already powering institutional products, AlgoIQ provides scalable solutions that combine innovation, transparency, and disciplined risk management.
Partnership Models
AlgoIQ offers multiple ways for institutions, RIAs, and fund providers to access and deploy our adaptive strategies—whether through custom sleeves, licensed signals, or bespoke indexes.
Custom Strategy Sleeves / Co-Branded Funds
AlgoIQ partners with advisors and institutions to create dedicated sleeves or co-branded funds, powered by our proprietary strategies. With a $5M minimum, clients gain exclusive access to tailored implementations that align with their brand, investment universe, and portfolio objectives.
Signal Licensing (ETFs, SMAs, Funds)
AlgoIQ licenses its proprietary trading signals to asset managers, ETF sponsors, and fund providers, enabling them to power client-branded products with adaptive, risk-managed strategies. Signals are delivered through secure channels and updated daily, weekly, or monthly, providing scalable integration into existing investment vehicles.
Index Construction & Licensing
AlgoIQ designs and licenses custom indexes powered by its proprietary adaptive strategies. These indexes can be co-branded or white-labeled, providing ETF issuers, mutual fund sponsors, and institutional allocators with differentiated benchmarks that combine innovation, transparency, and disciplined risk management.
Adaptive Strategies
AlgoIQ’s proprietary algorithms deliver three core strategies—Index Alpha, Selective Alpha, and Behavioral Matrix—each designed to capture opportunities while managing risk across different market regimes.
AlgoIQ Index Alpha
The Index Alpha strategy is designed to make any index better. It enhances traditional index investing by dynamically tilting between the benchmark and its strongest underlying components. Using AlgoIQ’s adaptive signals, the strategy increases exposure to securities demonstrating favorable behavioral patterns while reducing or avoiding weaker names. This conviction-based, rules-driven approach seeks to outperform standard index returns while maintaining broad diversification and minimizing unnecessary turnover—delivering a smarter, risk-aware alternative to passive equity exposure.
AlgoIQ Selective Alpha
The Selective Alpha strategy focuses only on the securities within a chosen universe that are showing real-time strength, equal-weighting them to ensure no single position dominates performance. By systematically filtering out weaker names and concentrating capital in those with favorable behavioral and technical signals, ASA delivers a conviction-based, adaptive exposure. This disciplined, rules-driven approach is designed to capture market leadership as it emerges, while preserving flexibility and risk control.
AlgoIQ Behavioral Matrix
The Behavioral Matrix strategy is a multi-asset framework that adapts allocations across equities, bonds, commodities, and other asset classes based on the distinct behavioral “personalities” of each security. By classifying assets into regimes and adjusting exposures dynamically, ABM seeks to capture growth in favorable conditions while moving defensively when risks emerge. This adaptive, cross-asset approach provides a resilient portfolio structure designed to generate consistent returns and mitigate drawdowns across diverse market environments.