Algorithmic Investment Models
Assets Under Management
$156.9M
Number of Clients
257
Number of Advisors
8
Average Client AUM
$611K
AUM per Advisor
$19.6M
Compensation
Fee-Only (AUM)
About This Firm
AIM is an asset manager using machine learning and behavioral finance to develop investment strategies. They offer portfolios based on Decathlon, Paradigm, and Sector Rotation systems, implemented primarily through ETFs. AIM serves investment professionals, institutions, and individual clients, tailoring services for certain clients.
Fee Structure
AIM is paid a management fee on assets managed, differing by strategy, TAMP/MMP, and trading frequency. Fees typically fall between 0.18% and 0.50% for sub-advisory, dual contract, and solicitor agreements. For institutional-sized relationships, fees may be negotiable. Investment advisory fees for individual clients are generally 1.50% on assets under management. AIM has direct client account minimums of $250,000 for all AIM strategies.
Areas of Practice
Location
125 Newbury St, 4th Floor, Boston, MA, 02116