Understand every rebalance
A short note after every change. What moved, why, and the rule that authorised it. Archived so you can revisit any past decision.
PilotAI Wealth
Intelligence for enduring wealth.
Held at Apex ClearingLink your bank via PlaidOne clear advisory fee
Thematic equity portfolios, built on a disciplined rules-based framework and governed by our Investment Committee. One clear advisory fee. Accounts start at $20,000.
Managed investing, without the mystery.
One short intake matches you to a portfolio. The engine runs it daily. Every move it makes lands in your inbox with the reasoning attached.
Watch and understand every move.
See every trade as it happens
Trade-level visibility, not summary statements. Each execution timestamped, tagged to a rebalance, exportable for your records.
Strategy construction
Built to outlast whatever the market does next.
When markets shift, the engine doesn't pick favourites. It re-runs the contest.
Strategy Library
Every candidate is backtested and mapped against the others before it can compete.
Robustness Filter
Strategies are screened for robustness, regime fit and diversification — about 15% survive.
Portfolio Contest
Survivors combine into hundreds of portfolios; the strongest risk-adjusted return earns the slot.
Out-of-Sample Test
The winner faces data the engine has never seen before it can ship.
Live Re-Test
The portfolio runs and keeps competing — new regimes trigger a fresh contest.
Portfolio tiers
Three ways
to fly.
Pick your altitude. Dial back any time — or request a step up, pending a compliance check. Every portfolio carries a 10–12% structural cash position.
Conservative Equity
The market. Without the full swing.
- Lower-volatility equity selection
- Tighter per-name concentration limits
- Defensive tilt during risk-off regimes
Moderate Equity
The engine at its designed setting.
- Balanced momentum and regime weighting
- Standard position concentration limits
- Rebalances on evidence — not the calendar
Aggressive Equity
Full exposure. Same discipline.
- High-momentum equity selection
- Maximum market participation within the framework
- Built for investors with longer horizons
Regulated where it counts.
Held where it should be.
SEC-registered investment adviser
PilotAI Wealth is registered with the SEC (CRD 337297). We file and update Form ADV annually — every disclosure is public. Registration does not imply a certain level of skill or training.
Read Form ADV →Held at Apex Clearing
Your assets are held at Apex Clearing Corporation, a qualified custodian and SIPC member — separate from PilotAI Wealth. SIPC protection does not cover losses from market fluctuations.
SIPC coverage details →One transparent advisory fee
2.50% annually, covering advisory, trading, and custody. Charged on total account value — including the structural cash allocation. Non-negotiable below $1,000,000.
See ADV Part 2A Item 5 →Frequently Asked Questions
Who is PilotAI built for?
Investors who want active management with full visibility into the reasoning behind every move. Individual accounts start at $10,000. Institutional accounts start at $250,000.
How is the portfolio actually managed?
A systematic, rules-based model evaluates a defined universe of equities and ETFs every trading session. The Investment Committee sets the framework the model runs within and signs off on any change to it.
Who decides what changes and when?
The model selects positions inside the boundaries the Investment Committee sets. Every rebalance is logged with a short rationale, so you can read what moved and why.
Who holds my money?
An independent, SIPC-member custodian holds your assets in your name — separate from PilotAI. SIPC covers up to $500,000 in securities per account if the custodian fails.
Can I withdraw or move the account?
Yes. Sells settle T+1 and bank transfers typically arrive in 1–2 business days. You can also transfer the account in-kind to another adviser without selling positions.
Register your interest
Ready to transform your wealth?
Individuals
from $10,000 AUMAccounts open in batches. Leave your email and we'll let you know when the next one opens.
Get in touchInstitutions
from $250,000 AUMGet the methodology documentation, sample reports, and a session with the Investment Committee.
Get in touch