Hedge-fund-style AI portfolios for everyday investors
NovaQuantis is building an AI-driven investment advisory platform that manages separately managed accounts in your own name, with low minimums and institutional-grade discipline.
Concept design – for information only. Final product, fees, and regulatory status will be defined in official disclosures and agreements.
AI-driven portfolios in your own investment account
Each NovaQuantis client has a separately managed account (SMA) held at a qualified custodian. NovaQuantis manages these accounts according to an AI-driven model portfolio while you retain ownership of the underlying securities.
Separately managed accounts
Your account is opened in your name at a regulated custodian – not pooled with other investors.
Model portfolio
A single flagship AI strategy is implemented across all accounts, scaled to each investor’s size.
Built for accessibility
Low minimums and fractional shares make professional management broadly accessible.
From sign-up to AI-managed portfolio in three steps
1 – Open your account
You open an investment account in your name at a qualified custodian. NovaQuantis receives trading authority only.
2 – Fund & connect
You fund your account and connect it to NovaQuantis so the AI model can be applied.
3 – AI manages your portfolio
The AI-driven model is implemented in your account. When the model updates, trades occur across all accounts.
One AI strategy, mirrored across every account
Operationally, NovaQuantis manages all client accounts as mirrors of a single AI-driven “master portfolio.” This master portfolio functions like a virtual hedge fund book: the AI determines target weights and trades for one centralized strategy, and those trades are then replicated across every client account using block execution and fractional share trading.
Centralized master portfolio
NovaQuantis runs one centralized AI-driven master portfolio and treats each SMA as a scaled mirror of that master. The master portfolio is maintained in target percentage weights (for example, 25% in one ETF, 15% in another), not absolute dollars.
Each client account is then managed to those same weights: a $100 account and a $100,000 account hold the same securities in the same proportions, simply at different sizes. When the AI updates the master portfolio’s target weights, the platform calculates the trades each account needs to move toward those same targets.
Block trading & fractional shares
To implement this efficiently, NovaQuantis uses block trading and fractional shares. Trade instructions are first aggregated at the master level and executed as a small number of block orders at the custodian. Once filled, those executions are allocated pro rata across all client accounts based on each account’s required trade size, down to fractional shares for very small balances.
This ensures that all clients in the strategy receive effectively the same execution and portfolio composition, so their percentage returns closely track one another and the master portfolio, much as if they were all invested in a single pooled fund.
Same strategy, individual ownership
Legally and operationally, each investor continues to own their own securities in a separate account; there is no commingled fund structure and no cross-subsidization between clients. Internally, NovaQuantis also tracks a single strategy NAV and notional “units” of the strategy for performance measurement, which allows the firm to present results in a familiar fund-like format while preserving the SMA structure.
Institutional intelligence for retail investors
AI-driven decisions
Machine-learning models analyze markets continuously and adjust exposures dynamically.
You own the securities
Your SMA holds actual stocks, ETFs, and assets — visible at all times through the custodian.
Low minimums
The system is designed to support even small starting balances efficiently.
Simple, transparent fee structure
Standard
2.0% per year
For accounts with at least around $1,000 in assets under management.
Starter
$10 per month
A flat subscription concept for very small accounts, in place of a percentage-of-assets charge.
Indicative structure only – actual minimums, tiers, and fee schedules will be defined in formal client agreements and regulatory filings.
Regulatory-first architecture
RIA & fiduciary framework
NovaQuantis is designed to operate as a Registered Investment Adviser with a duty to act in clients’ best interests.
Qualified custodians
Client assets are held at independent, regulated custodians in accounts titled to each investor’s own name.
Segregated accounts
Your securities remain segregated from the adviser’s assets and are visible on custodian statements.
Security & controls
The platform is built with secure infrastructure, access controls and strong operational processes.
Common questions
Is this live right now?
This site represents the planned NovaQuantis platform and strategy. Launch timing and availability will be communicated through official channels.
What do I actually own?
In the SMA structure, you own the underlying securities (for example, stocks or ETFs) in an account in your name at the custodian.
Is performance guaranteed?
No. All investing involves risk, including potential loss of principal. Past performance does not predict future results.
Do I have to be accredited?
The SMA approach is designed so that retail investors can participate without needing accreditation, subject to regulatory requirements.