Lumos Alpha
Quality Investing Meets Artificial Intelligence
About
We manage investment portfolios for high-net-worth individuals, families, and investment entities across the globe. Our firm prides itself on a track record of delivering a compound annual return of over 25% in recent years by combining quality investing framework and AI technologies to maximize returns and reduce risks.
Strategies
We employ a rigorous, disciplined investment strategy that prioritizes high-quality companies for long-term holdings. Invested companies have stable growth trajectories, durable competitive advantages, and strong fundamentals. For risk control, advanced AI algorithms are employed to real-time monitor market risks and volatilities.
Portfolios
We design and manage portfolios tailored to each client’s unique financial goals, risk tolerance, and return expectations. Our approach emphasizes long-term investment strategies with a low turnover rate, ensuring tax efficiency. Specifically, only 10–20% of capital is allocated for dynamic adjustments, while the majority is committed to long-term holdings.
Get Started
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Minimum Investment Limit: $100k
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Step 1: Clients open accounts from their favorite brokers
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Step 2: Give us login permit
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Step 3: Done! Enjoy your wealth growth under our management
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Clients can terminate our service at anytime without any reasons