We Partner With Financial Professionals

Our firm was built with partnership in mind. Our investment advisor, ETF Momentum Investing, LLC is a Registered Investment Advisor and has deep understanding of the challenges that are faced by the advisor community. We are ready and willing to share our expertise on trend following, momentum investing, digital custody, cryptocurrency, portfolio construction and diversification. We enjoy working with financial advisors, investment managers, researchers, and other professionals seeking to understand, develop ideas, or invest in new assets using new technology. The future is here, lets own it.

How can we help?

We are based in Indianapolis, Indiana. We are a state registered RIA and a proud Fiduciary for our clients.  We always put our client’s financial best interests first.  We never charge commission.  As a fee only investment advisor, we make money in the service of our clients- never at their expense.  Our goal is to build relationships and trust.

If this is the way that your firm views the world and conducts business, please reach out to us and let us know if we can be helpful.

We specialize in quantitatively trading traditional and digital assets. Alternative Investments can be exciting and fast paced.  Leverage our experience to reduce risk for your clients. We are a proven manager offering best-in-class portfolio solutions.  We actively track and systematically reduce risk client portfolios.  Math drives our process.  We seek to participate in bull markets in various assets around the globe. We use learning algorithms and adaptive portfolio construction technology to avoid losses. WE NEVER STOP TRENDING.

Ways we work with financial professionals include:

  • Providing Sub-advised portfolios.
  • Engaging in dual contract mandates (fee splitting).
  • Training on Cryptocurrencies and Momentum Strategies.
  • White labeled market reports.
  • Speaking at events and conferences.

9465 Counselors Row, Suite 200
Indianapolis, IN 46240
P: 317-805-4808
E: info@axmomentum.com