Build a Better Process

FactorPad Consulting - Design, Build and Automate your Investment Process

See how an independent voice with deep technical skills and a wide breadth of experience can add value to your endeavor.
  1. Build Institutional-Level Processes - Bring in a fresh set of eyes with 25+ years of experience.
  2. Create Better Reporting Dashboards - Employ best practices used at large investment firms.
  3. Enhance the Feedback Loop - Connect security selection with portfolio construction and attribution.
  4. Ease Your Pain Points - Automate the boring stuff and make your business repeatable.
  5. Educate and Train Your Staff - Eliminate silos and reward your staff with more impactful duties.
face pic by Paul Alan Davis, CFA
Updated: April 02, 2021
As they say, you get what you pay for. My website and YouTube channel has thousands of proof-points demonstrating how I can help you achieve your goals. Hire the best and get results faster.

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Need Help Building an Institutional-Level Investment Process?

Call it what you like, an outsource chief investment officier, a freelance CFA Charterholder, an independent investment committee member or an external investment consultant, more and more forward-looking asset management firms and family offices are seeking outside help.

The benefits are clear.

An institutional investing approach involving automation of large sets of time-series data can be a huge undertaking. Some of the components are summarized below.

Other consultants often have a product to sell and many lack experience gained from running billion dollar mutual fund portfolios, as I have.

Could you benefit from this insight and level of depth demonstrated here at factorpad.com?

My Experience

Technical experience includes:

My Roles

Below is a list of my previous and current roles in the Finance and Technology space.



What Does Hourly Consulting Cost?

Depending on the type of work involved, hourly rates range from $75 to $200 per hour for freelance consulting.

Considerations include availability, length of contract and the complexity of the project.

It's About Solving Problems

With FactorPad I'm building a real human company solving complex human problems requiring attention to detail, a comfort level with fairly complex math and the highest level of integrity.

I'm based in the Mountain West Region of the US, and I primarily work remotely and meet regularly with clients on Zoom.

I thoroughly enjoy talking with professionals about their investment approach and I am very easy going.

Let's discuss your project today.

Paul Alan Davis, CFA

Related Content

See examples of how to build effective and repeatable quantitative processes.

What's Next?

Learn more about how I can help you build a better investment process by visiting my professional website.

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