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When the market dropped more than 30% in early 2020, iFlip’s AI-powered SmartFolios didn’t just ride it out. They got out ahead of it.
Our AI identified rising risk and automatically sold off key positions—months before the crash hit. While most investors saw years of gains wiped out, iFlip users protected their portfolios and stayed positioned for growth.
iFlip’s Algorithmic Intelligence (AI) vs S&P 500 (Market)
And when the market started to recover? Our SmartFolios got back in, using preserved capital to capture the rebound.
That’s the advantage of having AI on your side—an always-on system that helps protect what you’ve built and puts you in position to grow.
iFlip SmartFolios analyze market risk every day and make automatic adjustments based on data and your risk tolerance.
This isn’t rebalancing or guesswork—it’s machine learning and math doing what humans can’t: tracking volatility in real time, moving when risk builds, and reentering when conditions shift.
In late 2019, our Tactical Model sold out of SPY positions, protecting investor portfolios from the 32.3% drop that hit just months later.
That’s not luck. That’s intelligent risk management.
Most robo-advisors stick to the old model: diversify and hope. iFlip’s AI evolves with the market. It’s built to react, reducing exposure when volatility rises and stepping back in when the time is right.
Can anyone predict the market perfectly? No. But with iFlip, you don’t have to. Our system helps you get closer—sometimes moving out of risky positions weeks or months before a downturn.
This is what smarter investing looks like.
iFlip is for long-term investors who want to protect and grow their wealth, without the stress of trying to time the market or guess what’s next.
This isn’t a day-trading platform or get-rich-quick scheme. It’s a strategic approach built on data, designed to help you stay invested longer and stronger.
Let your money work smarter. Let AI do the heavy lifting.
Disclaimer:
Results of platform users vary depending on date of account establishment and other factors. Past performance is no guarantee of future results. This performance review was originally published on April 1, 2020, following the February–March 2020 market crash. It compares iFlip SmartFolio performance to the S&P 500 (SPY) over the prior three years, including the bull market, the crash, and the early stages of recovery.
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FlipInvestor Inc. does not provide tax, investment, or financial services and advice. The information is presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Investing involves risk, including the possible loss of principal.
Performance results presented on this website represent back-tested results and are hypothetical. Neither actual past performance nor hypothetical performance are indicators of future results. These results have inherent limitations, some of which are described herein. Back-tested returns do not represent the performance results of actual trading and are calculated through the retroactive application of the model portfolio configuration, designed with the benefit of hindsight. Since back-tested performance results do not represent actual trading, they may not reflect the impact that material economic and market factors might have had on the decision of the A.I., if the A.I. was managing client assets during the back-test period. No representation is being made that the A.I. strategy will or is likely to achieve profits or losses similar to those shown. In fact, there are frequently significant material differences between back-tested performance results and performance results subsequently achieved by following a particular strategy. In addition, back-tested performance does not involve financial risk, and no hypothetical trading record can completely account for in the preparation of back-tested performance results and all of which can adversely affect actual trading results.
Keep in mind that while diversification and the use of algorithms may help manage risk it does not assure a profit, or protect completely again losses, in a down market. There is always the potential of losing money when you invest in securities, or other financial products. Investors should consider their investment objectives and risks carefully prior to investing. The data on this webpage is not intended as a solicitation. Always seek professional advice for suitability.
iFlip Ultimate is a concierge service product designed for high net worth client or institutions ($1m+ Net Worth). It as not been released yet
Doug Adams has more than 30 years of experience as an executive in the IT industry. He has demonstrated success helping companies grow profitably with high degrees of customer satisfaction.
He has a passion for developing talent and building high performing teams. Most recently as a Senior VP at FusionStorm, he helped grow the company from $440mm to over $1bb in sales and improve profitability 1500% (15x) over 7 years. Prior to that he was at Oracle for 14 years where he served as a Vice President in their North America Consulting Division.
He had responsibility for a variety of software and technology practices with a team of over 400 consultants. He has also held leadership positions at IBM and Andersen Consulting (Accenture), and holds a BS degree from Cal Poly, San Luis Obispo in Industrial Engineering.
Ed Sweeney is a partner and a founder of RCM Alternatives. Previously, he was a Managing Director of Trading at TD Options, LLC, a subsidiary of TD Securities until 2006.
He is also a founder of Starboard Specialty Funds, LLC. which is an active fund specializing in private and publicly traded bank equities.
He was also a co-founder of a trading technology firm, Ragnarok Systems, and also worked for O’Connor & Associates and at Swiss Bank Corporation as a director of fixed income trading.
Mr. Sweeney graduated with an M.S. and B.S. in Mechanical Engineering from MIT, has a J.D. from John Marshall Law School and holds a Series 7, 24 and 63 licenses.
As seen in Forbes Magazine, Karla Dennis is an expert tax and business strategist. As an enrolled agent, Karla is licensed to represent taxpayers in all 50 states. She holds a Masters in Taxation and Business Development and is the author of two books, Tax Storm and Against the Odds.
She has been featured in various media outlets such as, KTLA, Forbes, MSNBC, Yahoo! Finance, and SmartMoney marking her the ultimate tax and business expert.
Thomas P. Shippee is a financial services investor and industry expert. His early years he earned a Bachelor’s degree in Economics at Bates College and an MBA at Pepperdine University.
For the last 35 years he has served in various positions including CEO of Wells Fargo Financial whereupon he oversaw all US and Canadian consumer and commercial business finance operations from Des Moines, IA. He currently spends his efforts in the consumer financial services industry counseling and working for small privately held businesses.
David is a Kentucky native graduating with a degree in Music Education at University of Kentucky and a Masters degree in Education from Xavier University. His early years were spent excelling as band director leading his group to breaking records, honors and 3 straight years of placing in state wide competitions.
In 1988 David started a new life of entrepreneurship. Since then his natural ability to lead and passion for growing people has stretched him to employ over a hundred employees and operating several businesses over several industries including real estate, heating oil, farm gas, commercial lubricant, consulting, skilled nursing care, convenience store and restaurant business.
Marc Chesley is a software industry pioneer with a passion for growing people and companies. He is a recognized innovator and operational leader. As former CTO at Infusionsoft, Marc helped grow the company from startup to over $100mm in revenue. He has led as CEO and President of many fast-growth software companies.
Marc was recognized as Arizona CIO of the Year by the Phoenix Business Journal and the Arizona Technology Council. The Society for Information Management awarded him Arizona IT Leader of the Year. He currently works as the COO at Paradox (fast-growing software firm) managing product teams, engineering teams, business development teams and serving as general counsel.
Kelly attended Stanford and subsequently the University of Chicago and has a graduate degree in mathematics. He spent 25+ years on Wall Street, investing over $4 Billion assets for institutional banks and funds including Deutsche Bank, Morgan Stanley, Diamondback Capital, Brevan Howard and Tudor Group.
His strategy to investing is built around the approach that Artificial Intelligence (A.I.) and machine learning algorithms produce superior risk / reward in the stock market. This A.I. approach led him to retire from Wall Street with his family in Arizona to start up his own company “Flip Investor”.
His dream is to empower all individuals to grow their wealth through the power of A.I. SmartFolio technology.
Randy spent his earlier years as a successful collegiate athlete and then self-made entrepreneur. He grew an athletic apparel company to over $5M+ in revenue, then sold it to a publicly traded sporting conglomerate, Sports Chalet.
For the last 10+ years he has trained thousands of employees and business owners on how to market effectively, grow sales and build sustainable growth in their companies.
His passion for technology led him to one of the fastest growing software companies called Infusionsoft, which peaked with over 150,000 software users. As the VP of Business Training for customers, he developed and oversaw the expansion of the Elite Business Education curriculum program.
Since then he has led as the co-founder and CEO of iFlip, SAAS Financial Technology Company. His passion is to empower all individuals to grow their wealth for the future through the use of AI investing technology.
