SmartFolio Performance
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Conservative
Moderate
Aggressive
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4Q Rotate
Includes: Albemarle Corp. (ALB) 10%, Aon Plc. (AON) 10%, Chipotle Mexican Grill (CMG) 10%, HCA Healthcare Inc (HCA) 10%, Gartner, Inc. (IT) 10%, Netflix (NFLX) 10%, Paycom Software Inc (PAYC) 10%, SVB Financial Group (SIVB) 10%, Atlassian Corporation Plc (TEAM) 10%, Tesla, Inc (TSLA) 10%
SPY+
Includes: S&P 500 (SPY) 60%, Apple (AAPL) 40%
SPY I
Includes: Bank of America (BAC) 16.66%, Carnival (CCL) 16.66%, Plains All American Pipeline LP (PAA) 16.66%, Phillips 66 Partners LP (PSXP) 16.66%, SPDR Series Trust (SPYG) 16.66%, United States Steel Corp. (X) 16.66%
Red Oil
Includes: Energy Transfer (ET) 25%, Plains All American Pipeline LP (PAA) 25%, Phillips 66 Partners LP (PSXP) 25%, Exxon Mobil Corp. (XOM) 25%
6040
Includes: S&P 500 (SPY) 60%, iShares 20 Plus Year Treasury Bond ETF (TLT) 20%, Exxon Mobil (XOM) 10%, AT&T (T) 5%, AT&T Inc. 5.35% Global Notes Due (TBB) 5%
S&P 500
Includes: S&P 500 (SPY) 100%
Aggressive
Includes: S&P 500 (SPY) 50%, Apple (AAPL) 10%, Amazon (AMZN) 10%, Facebook (FB) 10%, Mastercard (MA) 10%, Netflix (NFLX) 10%
Conservative+
Includes: S&P 500 (SPY) 40%, Apple (AAPL) 10%, Amazon (AMZN) 10%, Halliburton Company (HAL) 10%, AT&T Inc. 5.625% Global Notes Due (TBC) 10%, iShares 20 Plus Year Treasury Bond ETF (TLT) 10%, Exxon Mobil (XOM) 10%
SP +Beta
Includes: S&P 500 (SPY) 80%, Apple (AAPL) 10%, Amazon (AMZN) 10%
MAANG
Includes: Facebook (FB) 20%, Apple (AAPL) 20%, Amazon (AMZN) 20%, Netflix (NFLX), 20%, Alphabet (GOOGL) 20%
MOD+
Includes: SPY (33%), GBTC (5%), AAPL (5%), FB (5%), MSFT (5%), TSLA (5%), XOM (10%), BAC (6%), CHEF (4%), T (10%), CCL (4%), PAA (4%), HAL (4%)
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Doug Adams - COO
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 Sweeny - Board Member
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.
Karla Dennis - Board Member
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 Shippee - Consulting Board Member
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 Bay - Consulting Board Member
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 - Consulting Board Member
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 Korshak - CTO
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 Tate - CEO
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.