re investments, we can include several fund families, including Vanguard and DFA. However most customers prefer our Octave portfolios which are built using best

re investments, we can include several fund families, including Vanguard and DFA. However most customers prefer our Octave portfolios which are built using best of breed funds from multiple providers, using a sophisticated optimization process. re craziness, our team already has tons of experience managing billions of dollars at scale. I wrote a large part of the portfolio management system that manages BlackRock's iShares, and my cofounder was responsible for trading $6B/day of flow for large pension funds.