Our Investment Garden
Built to help us build cumulative knowledge over the course of our firm's history
Our comprehensive platform combining research, communication, compliance, charts, graphs and other capabilities into one central, secure platform for investment management.
Current Status: Garden is in alpha development with limited access available to select investment professionals and institutions.
Note: Currently, access to the Garden platform code repository is limited to the private repository only. The open source release is planned for Q3 2025 as indicated in our timeline above.
Everything You Need for the Liberal Art of Investing
Garden integrates research, communication, compliance, and portfolio management into one comprehensive platform designed for modern investment professionals.
Portfolio Intelligence
Thoughtful portfolio curation and performance understanding with integrated ethical framework.
- Deep portfolio understanding and performance analytics
- Multi-strategy support (Growth, Income, Diversification)
- Intelligent rebalancing recommendations and insights
- Comprehensive risk assessment with downside protection analysis
- Tax-loss harvesting optimization and detailed reporting
Research Platform
Deep research tools for thoughtful analysis and cultivating investment wisdom.
- Company screening with our full exclusion criteria
- AI-enhanced fundamental analysis and valuation models
- ESG integration with proprietary ethical scoring framework
- Market sentiment analysis and pattern recognition
- Curated research reports and analytical summaries
Client Communication Hub
Thoughtful client relationship management with intelligent communication tools.
- Curated client reporting with personalized insights
- Meeting scheduling and portfolio review management
- Document sharing with secure client portal access
- Communication history and relationship tracking
- Compliance monitoring and regulatory documentation
AI-Enhanced Wisdom
Intelligent assistance for deeper research, analysis, and learning from patterns.
- Human-in-the-loop (HITL) quality assurance and learning processes
- Thoughtful data curation from multiple sources
- Natural language query interface for complex analysis
- Pattern recognition for market insights and opportunities
- Workflow orchestration that learns from your practice
Compliance & Risk Stewardship
Thoughtful regulatory compliance and risk understanding with intelligent guidance.
- Fiduciary standard compliance monitoring and reporting
- Intelligent regulatory filing and deadline tracking
- Risk assessment with stress testing and scenario analysis
- Comprehensive audit trail and documentation management
- Privacy protection with PII detection and encryption
Knowledge Integration Canvas
Unified knowledge platform weaving together financial, operational, and market insights.
- Comprehensive market data feeds with price synchronization
- Multi-custodian account aggregation and reconciliation
- Document management with Paperless-ngx integration
- Knowledge graph for understanding entity relationships and insights
- Thoughtful API integrations with Sharadar, SEC EDGAR, and more
Interested in Garden Platform Access?
Garden is currently in alpha development with limited access available to select investment professionals and institutions. Submit your information to learn more about platform capabilities and early access opportunities.