AI Invest Service Offering
Our AI-driven investment advisory service combines institutional-grade research from Fundstrat
and Fundstrat Direct with the power of NVIDIA GPU-accelerated large language models (LLMs).
This technology enables real-time portfolio analysis, delivering actionable, intraday insights
and personalized strategy adjustments that are specifically designed for investors with
significant exposure to US equities. By synthesizing complex market data and technical
research, we provide explainable, timely recommendations that help you navigate fast-moving
market dynamics with greater confidence.
We are committed to transparency and client control, offering a flat-fee structure with no
performance fees and the flexibility to cancel at any time. Your assets remain under your
management at established partner brokerage firms, allowing you to maintain existing
relationships while leveraging our advanced diagnostic tools and continuous portfolio
monitoring. Designed for portability and ease of use, our service ensures that you receive
professional-level decision support without the lock-in or opaque costs typically associated
with traditional active asset management.
Consulting Services
We partner with Google to deliver cutting-edge technology consulting and professional services
to small and mid-size businesses. Our clients trust us to solve the most challenging problems in
their day-to-day IT operations. Our teams include veterans who migrated enterprise-scale
workloads from data centers to Google Cloud. In today’s competitive landscape, poorly
managed IT drives high expenses, delayed market entry, and missed financial targets —
with the power of Google Cloud and our certified experts, we help you win the competition.
Infrastructure Modernization & Application Migration
Legacy infrastructure and applications are among the top issues modern IT operations face.
Businesses run slow when IT can’t scale fast enough to meet demand. How can your IT scale
up in real time for peak demand and scale down to save cost in the off-season? We bring proven
answers to the infrastructure and application problems S&P 500 companies face —
our teams have delivered large migrations and modernizations of VMs, data warehouses,
microservices, and databases at many of them.
Data Engineering, Analytics & Machine Learning
Businesses make informed decisions based on data. Every company needs to store, process, analyze,
and derive intelligence from the data it owns — poor data engineering leads to poor
decisions and poor financial performance. How can sales predict next quarter’s volume for
a product? Which customers should get discounts? Which products should your marketing campaign
recommend? We answer these questions with Google Cloud’s best data products —
BigQuery ML, Gemini Enterprise Agent Platform, and Dataflow — to solve the most
technically challenging problems businesses face today.
We also bring generative AI to your business processes: agentic AI workflows built on the Gemini
Enterprise Agent Platform that reason, plan, and act on your behalf; MCP (Model Context Protocol)
servers that securely connect AI agents to your enterprise data, APIs, and tools; and
NVIDIA GPU‑accelerated training and inference for high-throughput, low-latency
generative AI at production scale.
DevOps & System Integration
We focus on cloud-native development with continuous integration and continuous deployment on
Google Cloud. Our teams identify the right software and services to leverage and integrate them
into your business processes. We build enterprise-scale applications and services with security,
reliability, availability, scalability, and observability baked in — following
Google SRE best practices.
