We are proud to announce that in 2024 we will be partnering with the prestigious Dr. Tal Schwartz and his artificial intelligence financial management platform, AI Funds.
This new partnership with allow clients of Chapwood to have the option to utilize AI’s capabilities as part of their investment management strategy.
AI Funds was launched by Dr. Tal Schwartz with the mission to lead a new era of Artificial Intelligence Managed Investing. Dissatisfied with the current state of investment management, Dr. Schwartz leveraged his academic and industry experience to pioneer a new AI-based approach to active portfolio management which he believes is superior to traditional strategies.
To kick off this partnership, we are hosting a special webinar on January 23rd at 5 PM Central to discuss the “new paradigm” of the AI Investor. If you missed our webinar with Dr. Schwartz last spring, you can view the highlights below.
If you would like to register for the next webinar, be sure to do so by clicking the link provided here.
Managing Partner of Chapwood, Ed Butowsky, has long been on the front lines of dynamic change in the investment world. Founder of the Investment Forensics Division, Ed has created several proprietary calculators that are designed to help everyday investors understand if what they have is what they need.
With this in mind, Ed and Tal see eye-to-eye in the fact that change is coming to the way financial advisors manage the money of their clients.
Dr. Schwartz earned his doctorate degree in Finance from Cornell University and held positions as a Professor of Finance, Visiting Scientist and lecturer at leading universities including the California Institute of Technology (Caltech), the Technion (Israel Institute of Technology), DePaul University in Chicago, Tel-Aviv University, and more. He has presented his research at industry conferences and published in leading academic journals.
On Wall Street, Dr. Schwartz worked as a quantitative researcher and data scientist at some of the most well-known hedge funds in the world including Citadel Investment Group, Mesirow Financial and Clarion Capital. At these and other financial institutions, Dr. Schwartz developed and implemented AI models, trading algorithms and portfolio optimization strategies.
As an entrepreneur, Dr. Schwartz founded and led several organizations including Clicktale, Expand Beyond, and the Technion’s Entrepreneurship & Innovation Center.
Be sure to register today, and if you would like to learn more about establishing a relationship to Chapwood for your personal needs, contact Jordan McFarland at Jordan@chapwoodinvestments.com today!
Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
Active portfolio management, including market timing, can subject longer term investors to potentially higher fees and can have a negative effect on the long-term performance due to the transaction costs of the short-term trading. In addition, there may be potential tax consequences from these strategies. Active portfolio management and market timing may be unsuitable for some investors depending on their specific investment objectives and financial position. Active portfolio management does not guarantee a profit or protect against a loss in a declining market.
Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy. Portfolio holdings are subject to change without notice. All recommendations are based upon our experience and may or may not have been profitable in the past, now or in the future.
Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.