Services

Create your own Self-Adapting, Alpha Generating Portfolios With Ease

Our Clients

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

Institutions

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