Investing in Innovation

Bill Hortz's picture

[Investing in innovation – the ongoing execution of new ideas that create client value - is a tricky pursuit and an enormous opportunity.

A Trial by Fire for AI

Bill Hortz's picture

"Why wouldn’t a professional avail themselves of a tool that is designed to help in the most challenging market environments?" - David Aferiat, Trade-Ideas

Redefining Prudent Investing

Bill Hortz's picture

"Question we feel advisors must ask themselves is whether or not it is prudent to continue doing what they are doing or make deliberate, yet methodical, changes to their asset management infrastructure." - Jon Robinson,

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