Financial advisors spend too much time guessing with their client's money. In turn, clients take on more risk in their portfolio than they should. DataDriven Advisor provides financial advisors with outsourced portfolio management via a process that is methodical, repeatable and robust. With tools to help educate and provide actionable advice, we eliminate the need for advisors to guess. Our investing philosophy lowers risk without harming expected return.
Our portfolio management services are offered through our TAMP partner Adhesion. Our fee is 0.19% of assets under management. *Applications are free for advisors with at least $10 million in our portfolios.
Randy Kurtz founded DataDriven Advisor to transform businesses by implementing a repeatable, scalable, DataDriven Process. His process-based philosophy empowers and educates financial advisors by taking the guesswork out of money management. This philosophy stems from his own experience reaching and replicating explosive growth, and the realization that merely managing someone's money is not enough.
He and his process have been profiled in Forbes, The New York Times and The Wall Street Journal. He holds an M.B.A. in finance from Columbia Business School and a B.S.B.A. in finance from Washington University in St. Louis. Randy is a member of Mensa and is a CFP®.