Intelligent Fund Management, LLC
Invest in the Next Generation Robo Advisor
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Intelligent Fund Management, LLC (“IFM” or the “Company”) is a Texas Limited Liability Company formed in February of 2016 for the purpose of developing an automated investment platform that would surpass current generation Robo Advisor returns. When investors begin setting aside funds for a home purchase, retirement, or other goal, they generally don’t think in terms of “saving their way to prosperity.” Investors want their money to make money. But this seemingly obvious goal appears to be the last thing promoted by a new class of companies providing automated investment advice – the Robo Advisors.
What is a “Robo Advisor?” A “Robo Advisor” is an on-line (usually) portfolio management service of a company that has automated the asset allocation models using software analytics to allocate funds. They typically use Modern Portfolio Theory (MPT) for their allocation; a financial allocation theory first published in 1952. Investors are asked a few questions intended to identify investment goals, time horizon and risk tolerance, after which the algorithm is used to determine a fixed mix of stocks, bonds, and other assets, (usually in the form of exchange traded funds) ) that meet the investor’s risk and objectives profile. The sales approach for current Robo Advisors generally offers lower fees, and simplicity of investment decisions.
According to a 2015 report by A.T. Kearney, total assets under management (AUM) with the Robo Advisors are projected to top $2 Trillion by 2020 – just 2 years away. The enormous level of funding and AUM growth have catapulted Robo Advisors into the spotlight as more investors sign up and transfer funds into these accounts. So how are they doing?
Robo Advisors are consistently underperforming in the market, and market risk hasn’t been reduced enough to justify the shortfall. Enter Nirvana Systems, Inc. (“Nirvana”), a software company founded by Ed Downs in 1987 to pursue the art of automated trading. Active traders and investors have used Nirvana’s products for many years, running automated strategies on PCs and servers to trade their brokerage accounts.
With nearly 30 years of experience in the trading and investing field, the Nirvana team saw the emergence of the Robo Advisors as the first time computers were actively being used to manage the accounts of everyday investors. Automated trading had finally become a mainstream concept. The Nirvana team believed that higher returns could be generated, at less risk, by employing advanced asset switching algorithms, which is the basis for the OmniFunds product.
"ANALYSTS PREDICT THAT BY 2020 BROADLY DEFINED ROBO ADVISORY SERVICES ARE EXPECTED TO MANAGE BETWEEN $2.2 TO $3.7 TRILLION IN ASSETS. BY 2025 THIS FIGURE WILL REACH $16 TRILLION."
The IFM story begins with Nirvana Systems, Inc., (“Nirvana”) – a software company founded by Ed Downs in 1987 to pursue the art of automated trading. Nirvana’s products have been used by active traders and investors for many years, running automated strategies on PCs and servers to trade their brokerage accounts.
With nearly 30 years of experience in the trading and investing field, the Nirvana team saw the emergence of the Robo Advisors as the first time computers were being used to manage the accounts of everyday investors. The Nirvana team believed that higher returns could be generated, at less risk, by employing advanced asset switching algorithms.
In May 2015, Nirvana built an early prototype of a fund switching application on one of its desktop platforms. In March 2016, Mr. Downs formed Intelligent Fund Management, LLC to develop a web-based version, and engaged Nirvana Systems to perform the development work and manage the LLC.
Significant research and development was spent on evaluating Modern Portfolio Theory as a potential means of allocation on the platform. When the research showed MPT to be completely ineffective, Advanced Portfolio Theory or APT was developed by the team instead. The first working version of OmniFunds was released in November 2016.
In early 2017, IFM developed and released the OmniFunds Lab, where users could experiment with switching concepts and build their own funds. As a result of the availability of this tool, some OmniFunds were created that show superior returns to the mainstream Robo Advisors.
IFM is now positioned to register as an RIA with the SEC as a digital advisor and begin marketing the platform to general consumers, high net worth investors and fund management companies.
IN THE FUTURE YOU’LL FIND A VARIETY OF INVESTING STYLES AVAILABLE FROM THE ROBO ADVISOR, NOT JUST A PASSIVE, INDEX-FUND INVESTMENT APPROACH. GREATER SOPHISTICATION IN THE TECHNOLOGY FOR TRADE ANALYSIS, PLUS BACK-TESTING OF STRATEGIES, WILL DRIVE THESE STYLES FORWARD.”
The Company is currently managed by seasoned business and sector professionals dedicated to the success of the Company and efficient execution of its planned operations
CEO and Founder
Intelligent Fund Management, LLC (the “Company” or “IFM”), a Texas Company, is offering a maximum of 350 Class B Membership Units for $14,286 per Unit.
The Class B Membership Units shall participate in a pro-rata percentage of any net income approved for distribution to Members. Assuming maximum proceeds are raised through this Offering, the new Class B Unitholders who invest through this Offering would participate in twenty five percent (25%) of any net income generated by the Company and approved for distribution to the Members whether derived from net operating profit or from capital gains from the sale of assets.
The Intelligent Fund Management, LLC 506(c) Investor Portal provides the opportunity for you to become approved as a “prospect", and learn more about our investment opportunity. You will have:
We will upgrade your account to “Investor” level access, which provides all of the prospect level access and: