About Portfolio Research

Portfolio Research is a team of quantitative finance professionals focused on providing tools to help you manage your wealth. Our goal is to help people manage their wealth by providing access to asset allocation models, portfolio management tools and education. We strive to make investing efficient, risk controlled, and low cost. By reducing fees through minimizing transaction costs, taxes, and the fees, the investor wins. Learn more about our investment philosophy.

Portfolio Research was founded by Sam Pittman, Joe Maas and Jay Johannesen in 2009 to provide more affordable investment options for savvy investors who want more control over their investments, yet still need some guidance. They formed Portfolio Research based on a belief that a high-end investment model could be inexpensively distributed over the web.

Our investment model is based on a body of research called Optimal Portfolio Growth Theory and advancements we’ve made. Low cost, highly diversified portfolios tuned to a specific risk level are in the best interest of the investor. We use advanced mathematics to measure risk, correlation, and expected returns, and finally to build our model portfolios. 

For more information about our team please visit the management page.