Behind the name.

About

Randy Kurtz

Randy is the Chief Investment Officer of Betavisor, LLC. A nationally recognized expert on risk who's obsessed with statistics, Kurtz challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. 


He developed a DataDriven Process™ to create portfolios that maximize your odds of success while minimizing the excess risk taken. 


He has been profiled in Forbes, The New York Times and The Wall Street Journal. Barron’s ranked his firm as the Number 1 performing separate accounts manager in the United States in the third quarter of 2011. He holds an M.B.A. in finance from Columbia Business School and a B.S.B.A. in finance from Washington University in St. Louis. Randy is a member of Mensa.

Accolades

Forbes

Randy Kurtz profiled on his 

DataDriven Process™.

The New York Times

Randy Kurtz profiled about his career journey.

The Wall Street Journal

Randy Kurtz profiled

on his former career.

Fees

Advisory Fee

I charge less than most advisors.

ETFs

I only invest in ETFs. 

Trading Fees

There are none.