Where Technology Meets Trusted Wealth Management
Combining quantitative methods and AI with human-centered advice for superior investment outcomes.
Investment Philosophy
Keep Investors
DisciplinedHelp clients avoid emotional decisions during market volatility and ensure cash is strategically allocated.
Maintain Diversified
Risk ExposureUse quantitative tools to tailor exposure across asset classes based on each investor's unique risk profile.
Provide Superior
Financial ProductsLeverage technology to deliver tax-efficient, risk- appropriate investment solutions.
Our Approach to Wealth Management
Define Client Goals
Understand your unique financial objectives and risk tolerance
Risk Oversight
Continuously monitor and adjust to changing conditions
Portfolio Construction
Apply quantitative methods to build optimized portfolios
Implementation
Execute strategies with precision and efficiency
Define Client Goals
Understand your unique financial objectives and risk tolerance
Risk Oversight
Continuously monitor and adjust to changing conditions
Portfolio Construction
Apply quantitative methods to build optimized portfolios
Implementation
Execute strategies with precision and efficiency
AI-Enhanced Investing
Generative AI Technologies
InvestGPT and Deep Research Agents
Machine Learning
Applied to big financial data
Quantitative Research
Foundation of our process
For Individual Investors
Individually Managed Accounts
All portfolios held in client-owned brokerage accounts. Funds remain under the client's name and control, with Kavout authorized only to execute trades.
Dynamic Asset Allocation
Adaptive allocation across equities, fixed income, and cash-like assets to help reduce downside risk and align with risk tolerance.
AI-Enhanced Research
Leverages proprietary machine learning signals and GenAI tools to process large-scale financial data for smarter decisions.
For Advisors & RIA Firms
Technology Stack Upgrade
Integrate AI, machine learning, and automation into your workflows.
Outsourced CIO/CTO Services
Access institutional-grade research and tools without building in-house.
Collaborative Asset Management
Leverage model portfolios and co-branded investment solutions.
Lean and Scalable Operations
Automate research, reporting, and compliance to serve more clients.
Our History
2016
Kavout founded in Seattle with research office in Beijing, pioneering machine learning-based alpha signals.
2017
Recognized as Top 5 AI Company at NVIDIA GTC after winning 1st Place at the 2016 FinTech Competition.
2021
Established as a Registered Investment Advisor (RIA), building a modern wealth management practice.
2024
Launched InvestGPT, Deep Research Agents, and other Generative AI technologies.
Core Team
Feifei Li, PhD
Chief Investment Officer with 20 years of experience. Former CIO of Equities at Research Affiliates, responsible for strategies with over $100 billion assets.
Alex Lu
Founder with 20+ years in AI and machine learning. Previously SVP at JLL/T, CTO of a public FinTech company, with roles at Google, Microsoft, and Baidu.
Jing Zhou, PhD
Chief Operating Officer and successful serial entrepreneur in Material Science and Real Estate Asset Management for 12 years.