About Us
Our Story
We got started with the CAN SLIM system in 2013 researching it for a financial planning firm in Upper Michigan. The model we wrote was backtested and won best paper award at the American Society of Business and Behavioral Sciences (ASBBS) conference in Las Vegas, NV. It was revised and updated two times between 2014 and 2015 and again received national publication attention.
The system drew heads from practitioners in the engineering field as well as fellow academics. It even turned heads at conferences spurring 'I'd like to invest with you' conversations.
After a call from an investment entrepreneur wanting to independently invest $100,000 we decided to take action.
After rigorous backtesting, stress testing, peer-review process and reframing the portfolios as CAN SLIM vs the rest.
We determined that Warren Buffet, Benjamin Graham, Joel Greenblatt and two newly formed (Simplified CAN SLIM) and Volume Price Confirmation Indicator (VPCI) portfolios deserved some room.
Our Team
Matt Lutey, CEO
We are looking for partnerships with universities, high net worth individuals and firms for incororpating the famous investor portfolios, university student fund curriculum, investment courses, senior capstone courses. We also have courses in corporate finance, international finance and valuation.
We have portfolios aimed at the high net worth and financial planners who represent the high net worth community and everyone else. These portfolios feature improved risk adjusted return (measured by both Sharpe and Sortino ratios). Our other portfolios feature high return and low risk (measured by both Maximum Drawdown and Standard Deviation) with improved risk adjusted return metrics.
Consulting calls are available. We'll discuss ideas for new project initiation. As well as on going project maintenance and multiple project topics.
Our target audience is aimed at serving the investment community, undergraduate and graduate student body, degree holders who wish to further their education, the financial planning community, investment practitioner and wall street community.
