Flexible Engagement,
Tailored to Your Capital.

We offer two distinct paths to access our institutional-grade strategies: a streamlined Fund structure for standard accounts and a non-custodial SMA structure for high-net-worth capital.

Standard Access

Capital < $250,000

1

Select Tier

Choose your entry level (e.g., $10k Growth Tier).

2

Allocate Capital

Deposit funds into our regulated pooled vehicle.

3

Passive Growth

Our systems trade the pool. You receive monthly statements.

SMA Access

Capital $250,000+

1

Connect Broker

Link your existing brokerage account via secure API.

2

Deploy Model

We configure the algorithm to trade your specific account.

3

Live Control

Watch trades in real-time. Maintain 100% custody.

Why Choose SMA?

Total Control

For qualifying accounts ($250k+), your money never leaves your brokerage account. You can revoke API access instantly.

Transparency

No "black box" statements. You see every single trade execution live in your own brokerage dashboard.

Safety

Our API access is "Trade Only." We cannot withdraw funds or transfer assets. Only you can move your money.

Supported Brokerages

Interactive Brokers
TD Ameritrade
Charles Schwab
E*TRADE
Tradier
Alpaca

*Trademarks belong to their respective owners. AlgoIM is a technology provider and is not affiliated with these brokerages.