• Helping Wealth Advisors

    Reinvent Online

    We build an online presence cost effectively to help scale your business. We deliver a cutting edge investment management tool delivering non-correlated diversification from research to execution all-in-one. Our Investment Simulator will help you develop an informed and intelligent path to your financial goals.

  • Investment POD is

    All You Need

    Whether you are a wealth advisor trying to scale your business or an individual trying to manage your own wealth, our advanced quantitative software technology will help you develop an informed and intelligent path to investing.

    Do it yourself or let our team execute for you.

  • Reach your goals with

    peace of mind

    No more spending hours of research or getting overloaded with too many investment choices where no one knows how to select the good from the bad.

    Simplify with 100% liquid assets and 100% transparency. No outsourcing to external managers, no multi-layer fees.



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Online money management is the wave of the future. We believe much like the old school human travel agent industry which has moved online, the traditional bricks and mortar wealth management industry will follow the same path over the next decade.  If they don’t adapt to this new paradigm, many financial advisors will disappear. The Investment POD helps traditional wealth managers reinvent themselves in the face of technological challenges that they have never faced. It allows wealth management firms to build an online presence cost effectively while differentiating themselves from the commoditized “robo-advisors” by offering alternative investment solutions with asset allocation tools that show the effects of blending with passive buy and hold.


The principals of Investment POD each have over 20 years of success and achievements. Our team has extensive experience in the investment field including having worked at Goldman Sachs under former Goldman Co-CEO/U.S. Treasury Secretary Robert Rubin to the $200m family office of U.S. Senator Mark Warner. In addition, our team includes a hedge fund pioneer who created the first systematic quantitative global macro hedge fund to exceed $1bn in assets under management globally. His 20 year success was the catalyst for London Man Group becoming the largest publicly traded hedge fund firm in the world. A true financial innovator, our CIO also created the 1st Guaranteed Fund globally and was profiled in the book, Market WizardsClick here to learn more!