About Us

Our Story

We began working with the CAN SLIM system in 2013 while researching it for a financial planning firm in Upper Michigan. The model we developed was backtested and went on to win the Best Paper Award at the American Society of Business and Behavioral Sciences (ASBBS) conference in Las Vegas, NV. It was revised and updated twice between 2014 and 2015, and again received national publication attention.

The system drew attention from practitioners in engineering as well as fellow academics. It even turned heads at conferences, sparking several “I’d like to invest with you” conversations.

After receiving a call from an investment entrepreneur who wanted to independently invest $100,000, we decided it was time to take action.

After rigorous backtesting, stress testing, peer review, and reframing the portfolios as CAN SLIM vs. the rest, we determined that the Warren Buffett, Benjamin Graham, and Joel Greenblatt portfolios—along with two newly developed models, the Simplified CAN SLIM and the Volume Price Confirmation Indicator (VPCI) portfolios—deserved a place in the lineup.

Our Team

We are seeking partnerships with individuals, universities, high-net-worth individuals, and financial planning firms or funds interested in incorporating our famous investor portfolios, university student fund curriculum, investment courses, and rigorous seminar capstone course. 

For high-net-worth clients and the financial planners who serve them, we offer portfolios designed to deliver improved risk-adjusted performance, as measured by both the Sharpe and Sortino ratios. Our additional portfolios target high return and low risk, supported by stronger Maximum Drawdown and Standard Deviation metrics, along with enhanced risk-adjusted return measures.

Consulting calls are available to discuss new project development, ongoing portfolio maintenance, research, and multi-project initiatives.

Our target audience includes the investment community, undergraduate and graduate students, degree holders looking to advance their education, financial planners, investment practitioners, and the broader Wall Street community.