​What We Do and How It Works

Optimized Trading systems were designed to incorporate mathematical, econometric, machine learning and artificial intelligence principles to better understand the markets in which we operate. These proprietary methodologies are suited to multiple frequencies and time series within our highly complex and fast paced markets.

Our framework was designed to analyze large sets of data, adapt to evolving market conditions, identify a set of applicable models, and make intelligent trades best suited for the current environment.

It's critical that every strategic model be justified fundamentally & quantitatively, with consistent trade frequency.  This improves responses from Predictive & Reactive processes, and reduces many risks associated with systematic applications.  The IMM control module deploys a combination of dynamic and internal efficiency & correlation analysis to identify the most attractive and consistent strategy relative to the current and projected market condition.
We implement multiple sources of Alpha & Smart beta within our systems, so we never correlate returns or risks to a single edge, model, strategy, or market condition. Our quantitative strategies are designed to identify and exploit multiple variations of value in the market.  Our adaptive philosophy lays the foundation for performance consistency with a reduced risk profile.

how we work with clients

We give asset managers and individuals access to superior risk-adjusted returns through models that have insight into the market, beyond what can be understood with the human mind alone. This technology is designed to execute on a pre-defined set of rules determining when, what, and how much to trade. ​Our system automates trading strategies for our clients instantaneously by sending orders to their broker on their behalf.  Specific products will be offered by our vast network of trading platforms, brokers, & 3rd party strategic partners, as a monthly lease option.  We also offer white label and product/systematic/portfolio customization & leasing services to family offices, hedge funds, CTA's, SMA's, VC/PE Groups, AM's/IB's, & Sophisticated investors.


Systems built on big data

​Our algorithms receive and interpolate billions of pieces of data about the market each day. This information comes from price, volume, fundamental, & sentiment data..as well as the data internally generated from the independent models/edges included within the IMM Control Module.
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Predictive models take historical patterns and simulate how they could play out in the future. Machine learning is combining predictive models with real time market data which allows us to better forecast current and projected market environments.
 
Our underlying strategic concepts are built on a foundation of real world and fundamental justification which reduces the risk of conceptual failure and over fitting negatively impacting performance.
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Machine learning technology allows us to find historical patterns that are too complex to have been discovered before.  Once we find these historical trends, our system can determine the most appropriate strategy for current market conditions. Our systems have been thoroughly tested using unbiased historical data and Monte Carlo simulations.
We believe sophisticated trading systems executed through algorithms have the potential to offer superior returns then human-run strategies.

This capability gives individuals a new way to invest. 

aspects of intelligently DESIGNed ALGORITHMS

methods We apply to implement adaptable models
  • Predictive and reactive methodologies
  • Statistically sound modeling
  • Technical and fundamental analysis
  • Adaptive intelligence 
  • Creative design
  • Founded on well-developed principles
  • Tested in multiple market conditions
  • Machine Learning Processes: combining predictive models with real time market data which allows us to better forecast current and projected market environments.
  • Multiple Model System: We implement many robust strategic models with various sets of switching mechanisms. 
  • Continuous and Periodic Optimizations: We set criteria to make sure each model goes through regular optimization checks. 
  •  Dynamic Settings: Flexible analysis, logic, values, switching mechanisms, & controls allowing models to fit existing trends.  

Intelligent Model Management control Module

The Intelligent Model  Management control module deploys a combination of dynamic formulas to identify the most attractive and consistent strategic model relative to the current and projected market environment, including (bullish, bearish or consolidation) conditions.  The IMM was developed to apply the benefits of complex human problem solving, correlation & pattern identification, & inter-connectivity between evolving relationships.  The independent models and underlying strategic concepts are independently evaluated, correlated, and validated prior to inclusion within the IMM.

Hybrid Multiple Model/Edge systems

Our Hybrid Multiple Model/Edge systems can identify and exploit all major market environments/conditions.  Which turns "risks"​ into exploitable opportunities, while never correlating return or risks to a single model, edge, bias, environment, correlation, cycle, etc.  This adaptive philosophy can potentially improve time/return consistency, non-correlation diversification, & risk profile of each OPT_IMM_Multi_System.
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Our concepts are designed to slightly outperform traditional benchmarks during strong uptrends, however drastically outperform during consolidations, downtrends, and increased volatility.  Our product's versatility to exploit multiple market environments & frequencies, offers the potential for strong non-correlation diversification compared to traditional investment vehicles without sacrificing beta.

systems availability

Select futures systems will be offered for lease and available on third party strategic providers, brokers, and platforms such as Striker, ISystems, HighGround, World Cup Advisor, C2, platforms for TradeStation, MultiCharts, Interactive Brokers, and NinjaTrader.

Select Stock and ETF trading and investing systems will only be as a white label / customization product for asset managers & sophisticated investors.  Other Stock & ETF systems will also be offered direct on our website.

Benefits of optimized trading systems

  • Invest without being held back by emotion: trades are automatically executed on by your broker as suggested by the model. This saves you from weighing every decision. Studies show that investors are swayed by their emotion and often the decisions made under fear or excitement do not turn out to be the best choices.
  • Invest consistently: keep yourself on track using a system to make the decisions for you. That way you keep your time available to focus on other things, and you get a steady strategy executed on your behalf, even in volatile markets. You don’t have to examine the risk/reward profile of each transaction; our models do that for you.
  • Improved execution efficiency: trades are automatically executed, so your ability to capture market returns isn’t restricted to the time that you’re at your computer. Systems trade as soon as the right rules-based conditions are met.  Trading systems are built to keep up with markets that operate continuously. Further, our execution servers are co-located which offers an advantage over residential executions.
  • Add diversity to your portfolio:  Our adaptive strategies are complimentary to traditional investment portfolios, which are generally Buy and Hold Long only strategies.  Our ability to adapt offers investors return potential in most markets environments.