Wall Street Playbook, Main Street Access

We’ve built a systematic process that leverages a combination of real-time and alternative data for quantitative analysis with a human discretionary overlay.

Our data-driven strategy, RR Enhanced, aims to consistently capture market upside at 100% allocation while employing a systematic, data-driven process to identify market downturns in order to provide you consistent outperformance.

Our Process

A Quick Snapshot

Think of investing as a pie chart. The more information, data, insights, and pieces of intelligence at hand, the better chances of making a favorable investment decisions.

  • Data Aggregation. Data is sourced, collected, cleaned, and ingested into our systems on a constant, real-time basis, ensuring the freshest and most accurate information.

  • Proprietary Models. The ingested data is then fed into our algorithm’s and subjected to our proprietary models, leading indicators and analytics suite to asses things like the current and future economic growth backdrop, asset prices, market scenarios, and or expected future market returns.

  • Human Overlay. Our team of seasoned investment professionals provides a human overlay to our data-driven approach. We constantly review things such as global events, micro and macro fundamental data in order to add qualitative insights to augment the outputs of our systematic analysis.

  • Decision Making. Our strategy’s signals determines optimal market positioning and exposure levels, which is then augmented with human management allowing us to combine the best of systematic process with fundamental oversight.

  • Real-Time Adaptation. Our data-driven first approach allows rapid adaption to prevalent and changing market regimes (market conditions). Coupled with our continuous monitoring of fundamental data and ongoing market developments keeps us agile and ready to adjust to any changing market dynamics or developments.

Global Data Inputs

We utilize an extensive range of diversified data for automated signaling and investment decisioning, which together determine daily portfolio changes and performance.

360° Real Time Signals

Value Props

Example Data Source 2

Interest rate data provides valuable insights into the cost of borrowing and the overall economic environment.

  • Treasury Yields

  • Cost of Credit

  • Risk Spreads

Example Data Source 3

Commodity data reflects the supply and demand dynamics in various sectors of the economy, offering a valuable leading indicator of expected consumer demand.

  • Energy Supply & Demand

  • Metals Trends

  • Railroad Traffic

Example Data Source 4

Asset performance data enables visibility into market sentiment and the collective actions of market participants. Market volatility data provides insights into investor uncertainty.

  • Market Sentiment

  • Volatility Indicators

  • Real Estate Prices

Example Data Source 5

Currency performance data provides an indication of relative risk assessment across developed and emerging markets.

  • Currency Behavior

  • Important/Export Implications

  • Purchasing Power Parity

Example Data Source 6

Economic data, collected with high frequency, serves as a quantitative measure of consumer behavior's influence on various end markets. This data provides insights into the overall health and trends within the economy.

  • Inflation Patterns

  • Retail Same Store Sales

  • Employment/Unemployment

Our Flagship Equity Strategy

RR Enhanced

RR Enhanced is a proprietary data-driven equity strategy bench-marked against the S&P 500 index.


Our Equity Strategy is unique in that we seek to be 100% invested in the market via the S&P500 to capture global upside, except during periods of market turmoil or forecasted volatility in which we seek to preserve capital & sit in cash.


We seek to deliver outperformance by strategically transitioning to cash, aiming to avoid market declines, using a meticulously crafted combination of data, quantitative analysis, machine learning, and human expertise to effectively manage the investment process.

  • RR Enhanced uses the S&P 500 index for market exposure, which is an index that tracks the performance of the leading 500 companies listed on US stock exchanges.

    The S&P 500 is liquid and well diversified representing 500 companies covering 11 major industries with no sector weighing over 30%, and with 38-40% of overall revenues coming from outside of the USA in international markets.

    • Mandate: 

Capture market upside & limit downside

    • Holdings: S&P500 ETF, S&P500 Stock basket

    • Inception: October 2023

    • Time in Market: 78.5%

    • Annualized Return: 17.1%

    • Fees: 2.00% of AUM (before referrals)

  • The Strategy actively manages risk across a range of economic cycles and environments as a result of its adaptive design, which systematically bypasses periods of high probabilistic downturns and stress periods, while capitalizing on rising asset prices.  The result is an overall balanced investment approach that strategically utilizes cash reserves.

  • The Strategy analyzes a range of real-time data, including interest rates and commodity prices, and also leverages alternative data, including credit card and geolocation data, to uncover market signals, trends and insights, conduct scenario probabilities, and maximize potential returns.

  • The Strategy automatically identifies and weights emerging trends, macro-market dynamics, and optimal economic conditions, to achieve superior investment outcomes and an overall balanced investment approach.  The approach capitalizes on market momentum, while shielding during downturns, and strategically utilizing cash reserves.

Our Lead Cash Solution

RR High Yield is a FDIC Insured high-yield savings account that is currently yielding a rate of 4.73%*


Predominantly used as a cash reserve during periods when RR Enhanced is temporarily out of the market during volatile times and also to support clients who need flexibility depending on their unique financial situation.

RR High Yield is low risk, highly liquid, and comes with insurance - making it a great option for those who need to hold more of their assets in cash


No effort required - your cash earns more here automatically and you can deposit or withdraw at anytime.

RR High Yield Cash Account

Always acting in your best interest.

We can’t control the ups and downs of the market, but you can have confidence we’re doing right by you and your investments. 

Trust is Everything

Relentless Returns is a fiduciary. We’re a SEC-registered investment advisor and are legally bound to put your interests first when managing your money. We hold your trust.

$500k in SIPC Coverage

All of our customers are coverage under SIPC insurance which provides coverage for cash and securities in your account - up to $500,000 per single account and up to $250,000 for cash

No Performance Fees

The average management fee for a hedge fund is a 2% of AUM and 20% of performance.
We charge a flat fee of 2% on AUM with no performance fees and no withdrawl lockups

FAQs

  • Relentless Returns is a data-driven investment advisor (operating as an SEC-registered investment advisor (RIA)) that can be accessed by our clients digitally at anytime.

    We aim to democratize investment management by providing Wall Street-quality level solutions for all.

  • Have your assets and money managed on an automated basis by a fiduacry along with access to our propriterary strategy which seeks total market investment but uses data (and human overlay) to make decisions and sit in cash during forecasted market dips and downturns with the goal of protecting your capital and outperforming the market.

  • We offer access to our propritery data-driven strategy which uses the S&P500 as a benchmark and seeks to deliver outperformance by sittiing in cash during scenarios of market volatility and sell-offs. Our strategy aims to be long the S&P500 for total market-exposure and up-side but we use a combination of data and technoloigy with a human overlay with the goal of protecting assets and sitting in cash during forcasted market downturns.