Unlike many firms, we didn’t set out to beat a benchmark. We set out to provide a solution. When our founder looked all over Wall Street and couldn’t find the solution he needed for his clients, he built one.
In the early 1990s while a stock broker at regional and wire house broker/dealers, he developed custom indicators to make better decisions. He used those indicators to help clients and, as a result, became a top producer* at an independent broker-dealer. Starting with those signals, he hired a team of programmers to adapt them for use on global asset allocation decisions for his clients. In 2013, he launched Luken Investment Analytics to share that research with other advisers.
Previously, Luken founded and managed a broker-dealer, a registered investment adviser and was a founding shareholder in a pricing platform for non-standardized derivative securities.
A graduate of Baylor University, he holds series 55, 27, 4, 24, 6, 65, 63 and 7 registrations, authored Retire with Confidence, Your Toolbox for Financial Independence and is a contributing writer to Financial Advisor and Wealth Management magazines.
For a more in-depth look at our backstory, click here.