Tailored Algorithms Timeless Wealth
Built To Capture Upside
While Managing Risk With Precision
1. Proprietary Algorithm
- Unique quantitative and behavioral analysis that anticipates market shifts
2. Harvesting Feature
- Consistent collection of a portion of all-time highs to lessen the volatility as well as provide additional income
3. Operator Experience
- Previously led an association of registered investment advisors overseeing $30B in AUM.
The Algorithmic Advantage
Risk Management
Our proven process of reducing drawdown allows us to be "risk off" during down markets with a target of reengaging at lower prices when a "risk on" environment emerges from the downfall.
Unique Indicators
Analyzed repeated investor behavior patterns and quantified this observation into a high probability trading engine.
Market Adaptability
An algorithmic process that detects the onset of changing market conditions and adjusts to protect capital.
THE AlgoIQ INNOVATION FUND
Management/Performance Fees:
2% / 20%
Listed Equity Products Only
Accredited Investors
Redefining Wealth Creation
“Hello, I’m Ian Naismith, CEO of AlgoIQ Capital Partners. I appreciate your interest in our offering. I’ve lived in beautiful Sarasota, FL for decades alongside my love for my family and the outdoors. AlgoIQ is by far my most exciting endeavor to date, encapsulating the pursuit of strong returns with an emphasis on sophisticated risk detection and management.”
“Currently, I am also a partner and chief index designer at Smooth Sailing Indexes, known for superb risk-adjusted performance. I’m also a proud current member, former president and chairman, of the National Association of Active Investment Advisors (NAAIM). In past roles, I’ve managed global current mutual funds, as well as owned and operated two registered investment advisory firms in the industry.”
“Join us at AlgoIQ, let our experience and expertise guide you toward smarter investments and optimized returns in today’s evolving market” –Ian Naismith, CEO of AlgoIQ Capital Partners
Our Core Values
Pioneering Innovation:
Personalization:
Your financial journey is
unique, and so are our solutions.
Protection:
We intend to not only aim for growth;
we also strive to protect you from downside risks.
Partnership:
Peace of Mind:
Meet Our Team
Ian Naismith
Chief Executive Officer (CEO)
AlgoIQ CAPITAL PARTNERS
Sean Naismith
Chief Technology officer (CTO)
AlgoIQ CAPITAL PARTNERS
Billy Stern
Chief Revenue Officer (CRO)
AlgoIQ CAPITAL PARTNERS
Martin Saenz
Chief Strategy Officer (CSO)
AlgoIQ CAPITAL PARTNERS
Shawn Muneio
Chief Operating Officer (COO)
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Frequently Asked Questions
How long have the Fund Operators been managing portfolios?
Mr. Ian Naismith, CEO of AlgoIQ Capital Partners, has been overseeing investor portfolios since 1992.
What are the holdings within The Innovation Fund?
The Innovation Fund consists of a multi-asset portfolio. Assets include individual stocks and ETFs that provide exposure to equities, bonds, commodities, currencies, and cryptocurrencies.
The equity portfolio invests primarily in individual stocks and equity ETFs during favorable equity markets and protects using ultra-short term government bond ETFs in unfavorable equity markets.
Are there fees associated with AlgoIQ Innovation Fund?
Fees include typical hedge fund 2% management fees as well as a 20% performance fee.
How is The Innovation Fund different from its competitors?
The formulas we utilize at AlgoIQ are proprietary to the firm that combine math and human behavior analytics to create an effective combination in the pursuit of excellent investment results.
What is the minimum investment amount?
Minimum investment amount into the fund $250,000.
Am I eligible to invest?
The Innovation Fund is available to accredited investors, and financial institutions.
What payment types are accepted?
Wire Transfer, please reach out to our investor relations team for additional instructions: billy@algoiqcapital.com
Can I invest with an IRA
Yes, please reach out to our investor relations team for additional instructions: billy@algoiqcapital.com