Institutional-grade portfolio management. Now available to everyone.

Tavola deploys AI-driven investment strategies previously exclusive to hedge funds and family offices.

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$2.4B
Assets Under Management
4–13%
Target Annual Return
24/7
AI Monitoring
1.6×
Sharpe Ratio
A
B
C
D
E

Join 2,847 investors already on the waitlist

Our Approach

We believe sophisticated investing should not require a sophisticated network.

For decades, the most sophisticated risk-adjusted investment strategies were available only to institutional investors with minimum commitments measured in millions. The barriers were deliberate: operational complexity, regulatory burden, and the economics of bespoke portfolio management made broad access impractical.

Tavola changes that calculus. By applying machine learning to market microstructure and combining quantitative signals with macroeconomic regime detection, we deliver systematic portfolio construction at any scale. The technology is the equalizer.

Investment Strategies

Four systematic approaches.
One platform.

4–6% target return

Conservative

Capital preservation with consistent income generation. Systematic rebalancing across investment-grade fixed income and dividend equities.

Fixed income 60% · Dividend equity 30% · Cash 10%
6–8% target return

Balanced

Moderate growth balanced across diversified asset classes with disciplined risk controls. Designed for investors seeking steady returns with managed volatility.

Equity 50% · Fixed income 35% · Alternatives 15%
8–10% target return

Growth

Diversified equity positioning with factor-based rotation. Broad exposure to large-cap and international equities with disciplined rebalancing.

Large cap 50% · Mid cap 30% · Emerging markets 20%
10–13% target return

Aggressive

Maximum return potential through concentrated equity positioning across high-growth sectors. Designed for investors with high risk tolerance and long time horizons.

Equity 80% · REITs 10% · Alternatives 10%
Process

Getting started in three steps.

01

Fund your account

Link your bank account via ACH transfer. Funds are held in SIPC-protected accounts at our custodial partner. No minimum deposit required.

02

Select your strategy

Choose from our three systematic investment strategies based on your risk tolerance and return objectives. Our model adapts to market regimes in real time.

03

Tavola manages the rest

Our algorithms monitor market conditions around the clock, rebalancing positions and adjusting exposure to capitalize on emerging opportunities.

Proven Performance

15 years of real market data.
No cherry-picked periods.

Run any strategy against historical market conditions, including the 2008 crash, COVID selloff, and 2022 rate shock. See exactly what your portfolio would have done.

13.2%
Annualized Return
Growth strategy, 15Y
+1.8%
vs S&P 500
Annual alpha
0.84
Sharpe Ratio
Risk-adjusted return
−34.8%
Max Drawdown
2022 rate shock peak
Crisis Period Performance: Growth Strategy
2008 Crisis
Oct '07–Mar '09
−38.2%
SPY: −55.3%
Alpha: +17.1%
COVID Crash
Feb–Apr 2020
−18.4%
SPY: −33.8%
Alpha: +15.4%
2022 Rates
Jan–Dec 2022
−21.6%
SPY: −19.4%
Alpha: −2.2%
2023 AI Rally
Jan–Dec 2023
+27.3%
SPY: +26.3%
Alpha: +1.0%
Run the full backtest
SEC Compliant Framework256-bit EncryptionSIPC ProtectedSOC 2 Type II
FAQ

Common questions.

Is my money safe?

Paper trading only during beta. Real accounts coming Q3 2025.

How does the AI work?

Claude AI analyzes market data 24/7 and executes trades automatically.

What returns can I expect?

Target annual returns range from 4–13% depending on your risk profile. Conservative strategies target 4–6%, balanced 6–8%, growth 8–10%, and aggressive 10–13%.

Is there a minimum deposit?

No minimums. Start with any amount.

When can I withdraw?

Anytime. No lock-up periods.

Early Access

Be among the first to
invest with Tavola AI.

Join the waitlist for priority access. No commitment required.