Artificial Intelligence (AI)

It seems the RIA world has been slow to embrace AI as a viable tool to help clients grow wealth in the stock market.

What we know for sure is that the general public is hearing quite a bit about AI and are being wooed to use it by Sofi-Wealth, Betterment, Personal Capital, and Wealthfront.

Why POM Planning embraces AI

1) It can be used as a 3rd party manager in a portfolio.

2) It can help keep costs down in a portfolio.

3) Clients, especially younger clients, will want and embrace the use of AI in a portfolio (meaning it becomes a good marketing tool).

We use AI in 16 of our 19 portfolios.

The amount of AI we use ranges from a low of 5% to a high of 50%.

If you would like to learn more about our overall platform including how we use AI to enhance our offering and make it unique from others, click on the following image.




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