Reboot Investing is an online investment advisor that makes high-quality,
quantitative strategies available to everyone. Answer some questions
online, and let us handle your investing so you can spend your time doing
the things you really love. We love geeking out about quantitative finance
and data science so everyone wins.
We have spent decades developing and running automated, data-driven,
quantitative trading strategies to manage multi-billion dollar portfolios
for large institutions. Over the years, friends and family members asked
us for help managing their money. But, while we were trading for large
institutions, there were burdensome restrictions on our personal trading,
and we were not allowed to offer investing advice to others. We were also
asked to recommend financial advisors, and while we know some who were
trustworthy, the investment management options available on their
platforms were subpar, and expensive. So, even though we believed the
advisors would do their job well, we knew that their hands were tied when
it came to investing strategies and pricing. We built Reboot Investing
because we've wanted a platform like this for a long time and we finally
realized that the only way to get what we wanted was to build it
ourselves.
Modern
Portfolio Theory (MPT), is the Nobel Prize winning investment
theory that most financial advisors tout as cutting edge. What they
don't advertise is that MPT was
published in 1952, when
tic-tac-toe on a 35x16
pixel screen was state of the art. It's time to Reboot your investing
and join us in the new millennium.
We don't look at markets like a typical advisor would. Our goal is to
monetize your ability to take risk for your benefit using whatever
method works best, which may not be just buying assets and hoping the
price goes up. We focus on risk adjusted returns, not absolute returns.
While many investors focus on the explicit fees, it's important
to monitor costs that can be incurred due to conflicts such as
soft-dollar transactions and payment for order flow. We went back to
the drawing board and created our model from scratch to eliminate
conflicts and hidden fees.
We can charge low fees because we are leveraging technology in ways that
no other investment advisor has. There is a single explicit fee, period.
We receive no payment for order-flow, no short-sale rebates, no platform
fees charged to third-parties, absolutely nothing but the explicit fee
you pay us.
Our Story
Reboot Investing was born to fill a void that founder Ashwin Kapur
found when he looked to hire a financial advisor. After an event that
made him face his mortality, Ashwin considered hiring an advisor to
protect his wife and kids’ financial well-being should something happen
to him. He’d spent nearly 20 years developing and running automated
quantitative trading strategies at top Wall Street firms, so he wasn’t
new to the world of investing. After interviewing advisors at an array
of different firms, both large and small, he was not impressed with any
of the advisors, models, technology, or pricing offered.
As part of his research, he studied various robo-advisors. He soon
realized that despite their claims of being innovative, the model the
robo-advisors were using was the same as what traditional advisors had
been using for decades. After a series of long geek-out sessions about
how a financial advisor should be structured, strategies that advisors
should use, the details of certain back-tests Ashwin had done etc,
Ashwin decided that the only way to get what he wanted was to build it.
We have scrapped the unrealistic assumptions that advisors have relied
on for the last half century, and built investment models from scratch.
In addition, we are exploiting our in-depth knowledge of how Wall
Street works, as well as techniques used on quantitative trading desks
(but not yet known to academia) for the benefit their clients, as
opposed to banks, brokerages, advisors and other low value-add
toll-takers. Reboot’s strategies are very different from what can be
found at other financial advisors. They are not only designed to
provide good risk-adjusted performance, but to have return profiles
that are compatible with human behavioral biases which reduce the
possibility of performance chasing and panic selling by our clients.
Although Reboot makes every effort to preserve each client’s capital
and achieve real growth of wealth, investing in markets involves risk
of loss that each client should be prepared to bear. All investment
programs have certain risks that are borne by the investor. While
Reboot’s investment approach constantly keeps the risk of loss in mind,
there are no guarantees in the markets.
