Investment
Intelligence Engine

Senior advisors could give real, reasoned attention to maybe forty households each. Everyone else got a templated quarterly email and a rebalancing algorithm with no explanation attached.

A technical, sentiment, and fundamental analyst each read the market independently. A bull and a bear researcher argue the position. A portfolio manager sizes it, a risk manager checks it — and a human signs off before a client ever sees it.

• LangGraph — every hand-off between specialists is an inspectable node, not a buried prompt.
• Claude — reasoning long enough to explain itself in language a client can read.
• Black-Litterman — blends every view so no single confident agent can dominate the portfolio.