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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.

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PHILOSOPHY

DataDriven Advisor provides financial advisors with outsourced portfolio management via our methodical, repeatable and robust processes. Advisors spend too much time guessing, which means clients take on unnecessary risk in their portfolios. Our investing philosophy lowers risk without harming expected return. Advisors use our tools and materials to educate clients and provide actionable advice, eliminating the need to guess.