We have built a tax-smart portfolio optimizer specialized for wealth management, and a backtester to analyze and display results using realistic tax.
We use linear optimization and other sophisticated techniques to
• evaluate the tradeoffs between different (and possibly conflicting) improvements, such as lower fees, lower taxes, better tracking, and more.
• increase tax efficiency vs. the current state of the art
This helps us choose the best possible portfolio given constraints, such as large external holdings.
Company Details
- Founded
- 2016
- Address
- Menlo Park, Ca 94025, Us
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- rowboatadvisors.com
- Keywords
- Software and Automated investing.
- HQ
- Menlo Park, CA
Rowboat Advisors, Inc. Questions
Rowboat Advisors, Inc.'s website is rowboatadvisors.com
Rowboat Advisors, Inc.'s LinkedIn profile is https://www.linkedin.com/company/rowboat-advisors-inc.
Rowboat Advisors, Inc.'s industry is
Software Development
Rowboat Advisors, Inc.'s top competitors are
Parametric,
Betterment,
Double,
Frec,
Kcg Holdings, Inc.,
Genesis Ventures,
Neuberger Berman,
Make Composites, Inc.,
Portfolio Management Research,
Quorus.
Rowboat Advisors, Inc.'s categories are Software Development
Rowboat Advisors, Inc.'s founding year is 2016
