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DataDriven Advisor is a Registered Investment Advisor run by CFP®, Randy Kurtz. Information presented on this site is limited to the dissemination of general information pertaining to its model portfolio services, together with access to additional investment-related information, publications, and links.

© 2019 by DataDriven Advisor. All rights reserved.

PORTFOLIO SOLUTIONS

HARNESSING RISK

For advisors ready to chart a steady course

RISK AND RETURN

One doesn't exist without the other.

MANAGE CLIENT ANXIETY BY REDUCING THE 

EXPECTED RANGE OF OUTCOMES IN THEIR PORTFOLIO

Why take on more risk than necessary? DataDriven Advisor allocates assets based on data, finance and Nobel prize-winning theory. The DataDriven Process is a mathematical system that we use to lower volatility. It’s robust,  yet simple,  to enable you to allocate client accounts among three portfolios, categorized by risk.

DataDriven Advisor is a financial services company with a vision to help financial advisors across the United States deliver a better financial planning and investment experience to their clients. 

Allocate assets with the

DataDriven series of portfolios.

MODEL

PORTFOLIOS

Build your business rapidly

with data visualization.

RESEARCH AND PRESENTATIONS