Why MarketsFlow?

We employ cutting edge technologies to assist our clients in optimizing portfolio performance within the risk tolerances and other constraints they specify.

MarketsFlow is an SEC-registered investment advisor and, as such, we are obliged to act in our clients’ best interests at all times.

How it works

Harnessing The Power Of Technology And Data Science To Optimize Your Portfolio.


Active allocation and rebalancing indicator for stocks

The MarketsFlow Portfolio Advisor provides users with daily signals to help ensure that stocks are bought during their optimum momentum periods.

Personalized Portfolio Construction

Our discriminating client suitability process ensures that your portfolio is ideally matched to your personal investing requirements.

Portfolio Optimization

MarketsFlow's platform runs a series of algorithms that process a vast amount of market data daily. It then uses the output of this process to recommend very specific, simple actions to help ensure that your portfolio is always optimized.


Top performance

MarketsFlow's S & P Large Cap model portfolio backtest has consistently outperformed the Eureka 50 Hedge Fund Index.

How does the MarketsFlow platform work?

Get a better insight into how MarketsFlow makes it easy to optimize your portfolio.

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MarketsFlow's Managed Portfolio

MarketsFlow's Managed Portfolio option, allows clients to delegate oversight of their investments on our platform which leverages the training and experience of our world class portfolio managers with MarketsFlow technology to enhance our clients' probability of investment success.

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Portfolio Advisor Fees

0.8% per annum for $100K-$500K

0.70% per annum for $500K - $1M

0.60% per annum for $1M - $5M

- Negotiable over $5M

These fees exclude brokerage commissions and other trading costs.

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What is MarketsFlow?

MarketsFlow is a highly sophisticated and award-winning platform for managing optimized portfolios.

Why use MarketsFlow?

Our investment management platform helps ensure your investments are always optimized by continuously rebalancing your portfolio.

Who should use MarketsFlow's Self-Optimzed Portfolio?

Find out if Self Optimized Portfolios are suitable for you.


Want your portfolio professionally managed?

Questions? Talk to our advisors at +1 (617) 820 5103 GET STARTED