Portfolio Strategy Solutions
We are a Enterprise Application Software developer of low-cost, fully automated solutions for the construction and management of investment portfolios.
- Stage Product In Development
- Industry Fintech
- Location Minneapolis, MN, US
- Currency USD
- Founded May 2016
- Employees 3
- Incorporation Type C-corp
- Website foliopilot.com
Company Summary
The Company is a developer of enterprise application software for the fully automated management of investment portfolios. The Company’s offering constitutes the only asset management platform deploying, pre-validated, smart-beta, multi-investment vehicle class strategies where the rules of the strategies guide the disposition of actively managed investment vehicles to earn superior risk-adjusted returns across up-, down-, or sideways-markets.
Team
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President & CEOMr. Sullivan has over 30 years of C-level experience in entrepreneurial, middle-market, and high-growth companies, ranging in size from startup to over $700 million. His career is underscored by a keen sense of high-end technology and its application to investment. In 2003, Mr. Sullivan co-founded Bloodhound Investment Research, Inc., a SaaS provider of investment tools. His career also includes having founded two hedge funds.
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Chief Technology OfficerMr. Delp has over 25 years of senior management experience in the construction and management of enterprise level, financial application software. Prior to co-founding the Company, Mr. Delp served Bloodhound Investment Research as its CIO where he oversaw all technical aspects of the Company’s information technology infrastructure as well as the construction and maintenance of its core service offerings.
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Chief Operating OfficerMr. Shoger has more than 35 years of experience in various aspects of IT. Most recently he served as president and COO of Viant, Inc. where he led its turnaround and subsequent sale. Earlier, he co-founded E&Y Application services that served clients across multiple sectors. In 2001, the company was sold to Cap Gemini for $1.5 billion. Previously, he served as Honeywell’s CIO and prior to that, he was a partner at Arthur Young & Company.
Advisors
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