The Investment Lab provides investment management services and creates proprietary model portfolios using momentum and fundamental analysis. The firm builds two main model portfolios: a growth stock strategy and a dividend-paying stock strategy, primarily using U.S. listed stocks and exchange-traded funds. Currently, The Investment Lab provides investment management services exclusively to select affiliate accounts on a non-discretionary basis. In addition to managing these affiliate accounts, the firm licenses its model portfolios to another registered investment advisor, NewSquare Capital. The Investment Lab is owned and operated by Scott Volkers, Joseph Rizzello, and Ryan Kirk, who bring extensive experience in software engineering, financial services, and portfolio management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Services are currently provided free of advisory fees for affiliate accounts. The firm reserves the right to charge 1.75% per year upon 20 days prior written notice.