The PhDs on our research team work hard to implement time-tested investment strategies and develop a data-driven planning experience that’s personalized for you.
Our software applies their best thinking to the moves we make in your account. Automated planning and investing is how we deliver all their expertise in your pocket.
The PhDs on our research team work hard to implement time-tested investment strategies and develop a data-driven planning experience that’s personalized for you.
Our software applies their best thinking to the moves we make in your account. Automated planning and investing is how we deliver all their expertise in your pocket.
Get inside the minds that are inside your portfolio.
Our foundational research
This overview of our investment methodology explains the framework we use to construct our clients’ portfolios.
We explain how this strategy works and why we believe it should be a fundamental component of your overall investment approach.
We review the strategy and approach to implementing this time-tested strategy rooted in academic research recognized with two Nobel Prizes.
Our latest thinking
Fees, including advisory fees, compound over time. But rather than push the value of portfolios higher, fees do the exact opposite.
No one can pick the optimal times to invest. And if you try to do it, you are more likely to get it wrong than right.
Selling your employee equity can feel like an emotional decision. So we turned to historical data to examine the outcome of different selling strategies.
PhDs with passion.
The research team that developed and continually improves our investment strategies includes the original champion of passive investing. They couldn’t be any more passionate about working for you.
Picking stocks? A blindfolded monkey throwing darts can do better.
Burt Malkiel
Chief Investment Officer, PhD
About Burt
Burt Malkiel, Professor of Economics, Emeritus, and Senior Economist at Princeton University, is Wealthfront’s Chief Investment Officer.
Burt is the author of A Random Walk Down Wall Street, which launched the passive investing revolution four decades ago.
He has served as a past appointee to the President's Council of Economic Advisor and a past board member of the Vanguard Group.
In his free time, Burt enjoys watching WWE and trying new restaurants.
The most powerful word in the world is compounding.
Celine Sun
Director, PhD, CFA
About Celine
Celine Sun is the Director of Research at Wealthfront and focuses on developing our investment strategy. Celine earned her PhD in Financial Economics from the University of Washington and BS in Mathematics from the University of Science and Technology of China. She is a CFA charterholder and member of the CFA Society of San Francisco. In her downtime, Celine enjoys hiking in the Bay Area and cooking with her family.
We provide easy-to-use products that promote financial health.
Aubrey Clark
Quantitative Researcher, PhD
About Aubrey
Aubrey is a Quantitative Researcher at Wealthfront. Aubrey holds a Ph.D. in Economics from Harvard University and an undergraduate
degree in Economics and Mathematics from The University of Queensland. Outside work, Aubrey enjoys playing chess and mountain biking.
PhDs with passion.
The research team that developed and continually improves our investment strategies includes the original champion of passive investing. They couldn’t be any more passionate about working for you.
Picking stocks? A blindfolded monkey throwing darts can do better.
Burt Malkiel
Chief Investment Officer, PhD
About Burt
Burt Malkiel, Professor of Economics, Emeritus, and Senior Economist at Princeton University, is Wealthfront’s Chief Investment Officer.
Burt is the author of A Random Walk Down Wall Street, which launched the passive investing revolution four decades ago.
He has served as a past appointee to the President's Council of Economic Advisor and a past board member of the Vanguard Group.
In his free time, Burt enjoys watching WWE and trying new restaurants.
The most powerful word in the world is compounding.
Celine Sun
Director, PhD, CFA
About Celine
Celine Sun is the Director of Research at Wealthfront and focuses on developing our investment strategy. Celine earned her PhD in Financial Economics from the University of Washington and BS in Mathematics from the University of Science and Technology of China. She is a CFA charterholder and member of the CFA Society of San Francisco. In her downtime, Celine enjoys hiking in the Bay Area and cooking with her family.
We provide easy-to-use products that promote financial health.
Aubrey Clark
Quantitative Researcher, PhD
About Aubrey
Aubrey is a Quantitative Researcher at Wealthfront. Aubrey holds a Ph.D. in Economics from Harvard University and an undergraduate
degree in Economics and Mathematics from The University of Queensland. Outside work, Aubrey enjoys playing chess and mountain biking.