Innovation and Expertise
At NextFolio, we’ve combined decades of investment experience with advanced data science to redefine active management.
Our founders have over 60 years of experience in wealth management and began working with Turing Technology Associates in 2019 to help shape the Ensemble Active Management (EAM) industry. After almost 5 years of rigorous investigation and evaluation, they became convinced that EAM represents a true breakthrough in active management.
In 2023, NextFolio launched to offer innovative, institutional-grade EAM strategies to banks, scaled RIAs, broker-dealers, and family offices.
Ensemble Active Management uses the real-time insights of select mutual fund managers to harness their collective wisdom into innovative ready-to-implement active equity strategies—giving institutional firms a unique, easy-to-explain solution for driving new asset gathering that is only available here.
Seasoned Professionals
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Jeff Seiple, co-founder of NextFolio, is a seasoned entrepreneur with over 20 years in investment management. He specializes in driving revenue growth and building strong client relationships. Known for his forward-thinking approach, Jeff consistently seeks innovative investment solutions that deliver results.
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Paul Ahern, co-founder of NextFolio, brings 35 years of asset management experience, specializing in portfolio strategy and technology-driven competitive advantage. He was among the first to recognize the transformative potential of Ensemble Active Management, a conviction solidified through years of due diligence.
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William has over a decade of experience in financial services, working with fintech firms, asset managers, RIAs, and institutional investors. He has held leadership roles focused on driving investor engagement, product education, due diligence and business development across diverse channels.
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Stephen Beinhacker is a finance professional with nearly 40 years of experience. He has held senior roles at SEI, including Head of Manager Research, overseeing $125 billion in allocations, and Head of Strategic Planning. At AB (formerly AllianceBernstein), he managed over $10 billion in international and emerging market equities as a senior portfolio manager and CIO. Stephen holds an MBA in Finance, a BS in Mathematics/Computer Science, and is a CFA® Charterholder.
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David M. Blitzer was the Chairman of the Index Committee and a Managing Director at S&P Dow Jones Indices with overall responsibility for index security selection, index analysis and management. Prior to becoming Chairman of the Index Committee, he was Standard & Poor's Chief Investment Officer and Chief Economist. Before, Blitzer was a Senior Economic Analyst with National Economic Research Associates, Inc. He was a consultant to various government and private sector agencies, including The National Commission on Materials Policy and Natural Resources Defense Council. Mr. Blitzer won the 2012 William F. Sharpe Indexing Lifetime Achievement Award. In 1998, he received the Blue Chip Economic Forecasting Award.
A graduate of Cornell University with a B.S. in engineering, Mr.Blitzer received his M.A. in economics from the George Washington University and his Ph.D. in economics from Columbia University.
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With 30 years of experience in equity research, portfolio management, and capital allocation, Brad has a deep understanding of equity management and commercial success drivers. He led SEI Investments’ equity manager research team, overseeing $130 billion in capital, and is currently Managing Director at Rosemont Investment Group, partnering with firms managing over $40 billion. Brad is a CFA® charterholder.
Brad’s broad network and strategic insights into investment processes and organizational development provide valuable guidance for emerging platforms, while his success in identifying innovative strategies adds unique value to NextFolio’s growth.
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Dr. Scott E. Yonker is a Professor of Finance at the Cornell SC Johnson College of Business, specializing in corporate finance, behavioral finance, and investments. His research focuses on how identifiable differences in key market players influence their decisions, utilizing tools from psychology, sociology, and economics. His work has been published in top journals and cited by major media outlets. Dr. Yonker serves as an Associate Editor for Journal of Financial and Quantitative Analysis and Management Science.
He holds a Ph.D. in finance from Ohio State University and is a CFA® charterholder, with prior experience as a portfolio manager at a registered investment advisor.
Stephen Tall is a seasoned wealth management leader with expertise in family offices, ultra-high-net-worth client services, and trust company operations. Over his career, he has transformed underperforming business models, led strategic integrations, and managed fiduciary services for clients with net worths exceeding $1 billion. A graduate of Trinity College with a BA in Economics, Stephen brings creativity and grit to every challenge, driving innovation and lasting impact.
Gib Watson, with over 30 years in financial services, is a consultant, Board member, and speaker in wealth management. He has led growth initiatives at Swan Global Investments, Envestnet, and Prima Capital, a firm he founded. Earlier roles at KPMG and AMG National Trust Bank focused on advising ultra-high-net-worth clients and developing asset management platforms. A CIMA® designee through Wharton and creator of the SMA Awards, he serves on industry boards and supports Colorado philanthropic initiatives. Gib lives in Vail with his wife, Robbie, enjoying its outdoor lifestyle.
Restoring the Promise of Active Management
Active management hasn’t lived up to its promise in decades. High fees, inconsistent performance, and especially, a reliance on often inconsistent single-manager insights have made it difficult for institutional firms to justify keeping client assets in an active strategy.
At NextFolio, we’re inspired to change that with a data-driven approach to active strategy development that uses the best aspects of traditional active management—adaptability and a focus on performance—and combines it with the precision and efficiency of advanced technology that taps into real-time insight of mutual fund managers to deliver active strategies designed to differentiate and easily integrate into your firm’s asset allocation.
Our mission is to revive the promise of active management, and to help you fulfill your commitments to your clients.
Accessing the Wisdom of Multiple Institutional Experts
NextFolio’s Ensemble Active Management (EAM) strategies represent a breakthrough in developing and delivering active equity strategies. Rather than relying on the insights of a single manager, our strategies tap into the Wisdom of Experts - real-time insight of mutual fund managers.
Using advanced data science, EAM identifies and extracts the real-time holdings and weights of US equity mutual funds, ultimately revealing the stock picks that institutional managers agree on as consensus “Best Bets.“
This unique approach allows us to deliver strategies that reflect the collective insight of select institutional mutual fund management teams, each competing against the same benchmark in the same style box. By accessing the real-time consensus of these managers, EAM creates diversified portfolios built on the real-time thinking from institutional professionals.
Harnessing Machine Learning for Investment Excellence
Machine learning is the foundation of Ensemble Active Management (EAM) used to develop active strategies. In collaboration with Turing Technology Associates, our strategies utilize machine learning to synthesize the real-time holdings and weights of select mutual fund managers into a portfolio of consensus ”Best Bet” stock picks.
This advanced analysis is at the heart of Ensemble Active Management's ability to build diversified, real-time, consensus-driven active equity strategies.
Real-Time Holdings & Weights Revealed
Cutting-edge technology enables real-time access to the holdings and weights of institutional mutual fund managers, for unmatched visibility into their high-conviction positions against a shared benchmark.
Advanced Machine Learning Applied
Accessing Ensemble Methods, we pinpoint top manager alignment on their high-conviction stock picks, creating strategies based on the real-time collective insights of institutional mutual fund managers.
Revolutionize Your Firm’s Active Management Approach
Talk to us about leveraging real-time data to enhance your active equity management.
NextFolio aims to revive active management by offering data-driven strategies that overcome the limitations of traditional single-manager approaches.
NextFolio was founded in 2023 after 4.5 years of development and collaboration with Turing Technology Associates to create Ensemble Active Management (EAM).
NextFolio creates investable strategies in all nine Morningstar® style boxes based on the real-time consensus stock picks of multiple mutual fund managers.
NextFolio offers ready-to-implement strategies designed for banks, scaled RIAs, broker-dealers, and family offices, helping them drive asset growth through differentiation and scale that no other firms can provide.
NextFolio partners with Turing Technology Associates, a leader in investment-focused machine learning and data science, to develop and implement its EAM strategies.
Relying on insights from multiple institutional managers, rather than a single manager, helps NextFolio overcome the limitations of a single manager’s forecast operating in isolation.
NextFolio’s strategies minimize the risks of high fees, inconsistent performance, and over-reliance on a single manager’s insights by leveraging the collective wisdom of multiple institutional managers.
Data science is at the core of how NextFolio develops its strategies, accessing machine learning to analyze real-time holdings and build strategies based on the consensus stock picks of multiple mutual fund managers.
Contact us to explore how NextFolio’s data-driven strategies can enhance your firm’s active management identity to meet your growth goals.
Disclosures
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NextFolio LLC does business as NextFolio LLC and offers Investment Advisory Services through Redwood Private Wealth LLC. NextFolio LLC is a separately owned entity and independent of Redwood Private Wealth, LLC.
Redwood Private Wealth LLC, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Redwood”) an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Redwood offers, or that its personnel possess a particular level of skill, expertise or training. Additional information pertaining to {{Advisor}} and/or Redwood’s registration status, its business operations, services, fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.
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