By |Published On: February 3rd, 2016|Categories: Robo Advisor, Business Updates|

Pat Cleary, our Harvard educated US Marine Captain, who also happens to serve as a our chief compliance and operating officer (COO/CCO), will be giving a fascinating chat on how to pick the right “robo” advising platform.

The webinar will be hosted by Interactive Brokers this Wednesday @ 12pm EST. Details are below.

Pat will outline some costs/benefits of choosing a robo-solution to help empower your advisory practice and deliver a stronger value proposition to your clients.

Topic: Automated Investment Advisors: Picking the right “robo” for your portfolio
Registration Link:
Date and time:  Wednesday, February 10th, 2016 12:00pm   Eastern Daylight Time (New York)
Duration:  1 hour
Description:  In this interview, Patrick Cleary of Alpha Architect provides a simple, effective framework for assessing robo advisors and identifying which robo advisors can potentially meet your needs. Patrick will highlight the specific features offered by a variety of competitors, the pros / cons of each, and a summary of how to approach robo advisors for investing. Participants will be able to screen robo advisors and select an appropriate robo advisor based on the framework presented in this webcast.
Event number:  717508449
Event password:  ibtrading
Panelist(s):  Patrick Cleary, Alpha Architect, LLC
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About the Author: Wesley Gray, PhD

Wesley Gray, PhD
After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar Puerto Rico with his wife and three children. He recently finished the Leadville 100 ultramarathon race and promises to make better life decisions in the future.

Important Disclosures

For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Third party information may become outdated or otherwise superseded without notice.  Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency has approved, determined the accuracy, or confirmed the adequacy of this article.

The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Alpha Architect, its affiliates or its employees. Our full disclosures are available here. Definitions of common statistics used in our analysis are available here (towards the bottom).

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