When Common Sensonomics Wealth Management began in 2000, it was built on an idea in the wealth management industry—that Quantitative Algorithmic Analysis should serve as the core decision making process for both Investment management as well as Financial Planning goals like Retirement. Having grown up around computers, (as his father built a computer company in Newport Beach in the 1960s) Ron grew up learning to code in elementary school and initially studied computer science during his undergrad years. Although Ron changed his education direction to finance and economics, he believed that a robust and comprehensive quantitative system was the best tool to help quantify the gargantuan amount of economic and market data, in order to help identify market signals and trends. Ron built a proprietary tool beginning in 2000 that is called EQUANT (Economic Quantitative Analytical Tool) and has been invaluable towards enabling Common Sensonomics Wealth Management to help their clients and families make sound and prudent decisions. The primary goal of EQUANT is to “calm the sea of noise” in the economy and markets, and help construct clear quantitative-based frameworks to ultimately help guide clients to their financial destinations.
It is important to note that although we have been asked to provide our services to financial advisors, and Ron has spoken to advisors at conferences about his work, we at Common Sensonomics Wealth Management still do not offer our proprietary tool to any other firm or third party at this current time.
The next stage of EQUANT is to understand how AI can enable us to make better or faster decisions to ultimately help to improve our client’s financial pictures.
