The AI-Augmented Engine for the Modern Financial Advice Firm

Portfolio Thinking is a new breed of investment partner designed to solve a key challenge facing today’s financial planners and wealth managers: Scalability.

We believe that successful investing requires independent, rigorous advice, yet most advice firms lack the resources to build scalable, institutional-grade investment solutions in-house. They are forced to choose between outsourcing to a generic model portfolio provider, losing their unique value proposition, or overburdening their team with research and governance tasks that take time away from clients.

We offer a compelling alternative

Founded by Dan Kemp, former Chief Research & Investment Officer at Morningstar, Portfolio Thinking combines expert investing insights and decades of experience with the scale of Supervised AI.

Whether you need a full Virtual CIO to manage your investment proposition or AI-enabled research to support your own decision-making, Portfolio Thinking is your partner in navigating the landscape.