AdFi
AI

ALGORITHMIC INVESTMENT MODELS

SEC Registered

Go where the opportunities are

BOSTON, MAhttps://algomodels.com888-777-0535
Assets Under Management
Under $100M
Employees
8
Office Locations
1 office
Total Accounts
281

About the firm

At Algorithmic Investment Models, we combine human intelligence and AI to create powerful investment strategies designed to uncover opportunities others miss. Our mix of relentless learning and uncommon intelligence helps us build investment strategies that can go anywhere and adapt to what's happening now.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPension/Profit Sharing

Areas of expertise

Artificial IntelligenceInvestment ModelsAlgorithmic StrategiesPortfolio ManagementAi-driven Investing

Services

Dynamic investment strategies using investment models that evolve with the markets, combining human intelligence and AI, continuously tested and improved by real-world situations.

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)6$1.7M
High Net Worth Individuals2$2.0M
Insurance Companies3

0 total clients reported on Form ADV.

Leadership

David Meade Haviland
PRESIDENT, OWNER OF H & CO
David Meade Haviland
SHAREHOLDER

Office locations

1 office in 1 state
MA
BOSTONHQ

Advisors at this firm

7 advisors in the directory

Regulatory & compliance

CRD number
#306354
SEC Number
801-117772
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Other
Minimum: $250,000 (waivable)
Asset tierAnnual rate
AIM Decathlon Core Suite - Standard0.32%
AIM Decathlon Core Suite - Large0.00%
AIM Decathlon Market Neutral Suite - Standard0.50%
AIM Decathlon Market Neutral Suite - Large0.00%
BCM Sector Suite - Standard0.50%
BCM Sector Suite - Large0.00%
BCM Paradigm U.S. Factor Suite - Standard0.50%
BCM Paradigm U.S. Factor Suite - Large0.00%

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALGORITHMIC INVESTMENT MODELS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

ALGORITHMIC INVESTMENT MODELS in BOSTON, MA | AdvisorFinder