Institutional-Grade Model Portfolios Without Paying Basis Points

Systematic equity & ETF models powered by hedge-fund-grade alternative data — delivered at a flat annual fee. No AUM drag. No black box.

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A smarter way to build and differentiate your practice

Stop spending weeks building models from scratch. Get institutional-grade portfolios, proprietary signals, and quant research — ready to explore in minutes.

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Deploy battle-tested model portfolios in minutes instead of building research pipelines from scratch.

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Alternative data signals and quantitative factor overlays surface opportunities before the crowd reacts.

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SharpeMetrix is a systematic research platform that transforms proprietary alternative data into transparent, rules-based portfolios for professional advisors.

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Model Portfolios

Designed to be deployed as-is or adapted to your existing investment process.

SharpeMetrix Core Alpha 30

Stock

Russell 1000 stocks using alt data, earnings momentum, and ML-driven signals for large-cap alpha.

17.6%

Annual Return

29

Holdings

0.86

Sharpe Ratio

Sample Holdings

META 4.5% NVDA 4.1% GOOGL 3.8% JPM 3.4%
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iShares Factor Advantage 7

ETF

Top 7 iShares sector ETFs selected monthly from 27 industries using factor-weighted signals.

13.0%

Annual Return

7

Holdings

0.73

Sharpe Ratio

Sample Holdings

XLK 18.2% XLF 15.4% XLV 14.1% XLI 12.8%
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SharpeMetrix Small Cap Edge 30

Stock

Russell 2000 stocks using momentum analytics and innovation scoring to capture small-cap alpha.

18.7%

Annual Return

29

Holdings

0.81

Sharpe Ratio

Sample Holdings

ABCB 4.2% CADE 3.8% PRIM 3.5% SHOO 3.2%
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SharpeMetrix Small Cap Value Edge

Stock

Undervalued Russell 2000 stocks combining value metrics with forward-looking signals.

19.1%

Annual Return

39

Holdings

0.67

Sharpe Ratio

Sample Holdings

MATX 3.1% CALM 2.9% BANF 2.7% TCBK 2.5%
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